Envestnet Asset Management Inc Advisors Inn.Circle Fd Iii Str Transaction History
Envestnet Asset Management Inc
- $302 Billion
- Q3 2024
A detailed history of Envestnet Asset Management Inc transactions in Advisors Inn.Circle Fd Iii Str stock. As of the latest transaction made, Envestnet Asset Management Inc holds 385,624 shares of SAMT stock, worth $11.6 Million. This represents 0.0% of its overall portfolio holdings.
Number of Shares
385,624
Previous 361,754
6.6%
Holding current value
$11.6 Million
Previous $9.47 Million
13.03%
% of portfolio
0.0%
Previous 0.0%
Shares
10 transactions
Others Institutions Holding SAMT
# of Institutions
25Shares Held
3.14MCall Options Held
0Put Options Held
0-
Beaumont Financial Partners, LLC797KShares$24.1 Million1.65% of portfolio
-
Beaumont Financial Advisors, LLC Needham, DE402KShares$12.1 Million1.01% of portfolio
-
Baird Financial Group, Inc. Milwaukee, WI326KShares$9.84 Million0.02% of portfolio
-
Triangle Securities Wealth Management285KShares$8.6 Million2.09% of portfolio
-
Aptus Capital Advisors, LLC258KShares$7.8 Million0.11% of portfolio