D.A. Davidson & Co. Advisors Inn.Circle Fd Iii Str Transaction History
D.A. Davidson & Co.
- $13.8 Billion
- Q2 2025
A detailed history of D.A. Davidson & Co. transactions in Advisors Inn.Circle Fd Iii Str stock. As of the latest transaction made, D.A. Davidson & Co. holds 56,099 shares of SAMT stock, worth $2 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
56,099
Previous 17,224
225.7%
Holding current value
$2 Million
Previous $502,000
284.66%
% of portfolio
0.01%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding SAMT
# of Institutions
37Shares Held
5.43MCall Options Held
0Put Options Held
0-
Beaumont Financial Advisors, LLC Needham, DE1.32MShares$47.1 Million3.97% of portfolio
-
Beaumont Financial Partners, LLC797KShares$28.4 Million1.65% of portfolio
-
Envestnet Asset Management Inc496KShares$17.7 Million0.01% of portfolio
-
Trilogy Capital Inc.437KShares$15.6 Million0.74% of portfolio
-
Baird Financial Group, Inc. Milwaukee, WI378KShares$13.5 Million0.02% of portfolio