D.A. Davidson & Co. Advisors Inn.Circle Fd Iii Str Transaction History
D.A. Davidson & Co.
- $15.1 Billion
- Q3 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 188,077 shares of SAMT stock, worth $7.18 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
188,077
Previous 56,099
235.26%
Holding current value
$7.18 Million
Previous $1.93 Million
262.97%
% of portfolio
0.05%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding SAMT
# of Institutions
41Shares Held
5.55MCall Options Held
0Put Options Held
0-
Beaumont Financial Advisors, LLC Needham, DE1.26MShares$48 Million3.8% of portfolio
-
Beaumont Financial Partners, LLC797KShares$30.4 Million1.65% of portfolio
-
Envestnet Asset Management Inc496KShares$18.9 Million0.01% of portfolio
-
Trilogy Capital Inc.452KShares$17.3 Million0.78% of portfolio
-
Baird Financial Group, Inc. Milwaukee, WI325KShares$12.4 Million0.02% of portfolio