First Personal Financial Services Silvercrest Asset Management Group Inc. Transaction History
First Personal Financial Services
- $431 Million
- Q1 2024
A detailed history of First Personal Financial Services transactions in Silvercrest Asset Management Group Inc. stock. As of the latest transaction made, First Personal Financial Services holds 4,000 shares of SAMG stock, worth $61,560. This represents 0.01% of its overall portfolio holdings.
Number of Shares
4,000Holding current value
$61,560% of portfolio
0.01%Shares
2 transactions
Others Institutions Holding SAMG
# of Institutions
78Shares Held
6.46MCall Options Held
600Put Options Held
0-
Long Path Partners LP Stamford, CT760KShares$11.7 Million9.38% of portfolio
-
Royce & Associates LP635KShares$9.77 Million0.09% of portfolio
-
Black Rock Inc. New York, NY535KShares$8.23 Million0.0% of portfolio
-
Vanguard Group Inc Valley Forge, PA522KShares$8.04 Million0.0% of portfolio
-
Punch & Associates Investment Management, Inc. Edina, MN448KShares$6.9 Million0.43% of portfolio
About Silvercrest Asset Management Group Inc.
- Ticker SAMG
- Exchange NASDAQ
- Sector Financial Services
- Industry Asset Management
- Shares Outstandng 9,911,460
- Market Cap $153M
- Description
- Silvercrest Asset Management Group Inc., a wealth management firm, provides financial advisory and related family office services in the United States. The company serves ultra-high net worth individuals and families, as well as their trusts; endowments; foundations; and other institutional investors. It also manages funds of funds and other inv...