Fidelis Capital Partners, LLC Advisors Inn.Circle Fd Iii Str Transaction History
Fidelis Capital Partners, LLC
- $1 Trillion
- Q4 2024
A detailed history of Fidelis Capital Partners, LLC transactions in Advisors Inn.Circle Fd Iii Str stock. As of the latest transaction made, Fidelis Capital Partners, LLC holds 6,775 shares of SAMT stock, worth $219,713. This represents 0.02% of its overall portfolio holdings.
Number of Shares
6,775Holding current value
$219,713% of portfolio
0.02%Shares
1 transactions
Others Institutions Holding SAMT
# of Institutions
31Shares Held
3.24MCall Options Held
0Put Options Held
0-
Beaumont Financial Partners, LLC797KShares$25.8 Million1.65% of portfolio
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Beaumont Financial Advisors, LLC Needham, DE390KShares$12.7 Million1.0% of portfolio
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Envestnet Asset Management Inc386KShares$12.5 Million0.0% of portfolio
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Baird Financial Group, Inc. Milwaukee, WI326KShares$10.6 Million0.02% of portfolio
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Triangle Securities Wealth Management280KShares$9.08 Million2.18% of portfolio