Fortem Financial Group, LLC Advisors Inn.Circle Fd Iii Str Transaction History
Fortem Financial Group, LLC
- $252 Million
- Q4 2024
A detailed history of Fortem Financial Group, LLC transactions in Advisors Inn.Circle Fd Iii Str stock. As of the latest transaction made, Fortem Financial Group, LLC holds 92,871 shares of SAMT stock, worth $2.96 Million. This represents 1.07% of its overall portfolio holdings.
Number of Shares
92,871
Previous 97,417
4.67%
Holding current value
$2.96 Million
Previous $2.7 Million
0.11%
% of portfolio
1.07%
Previous 1.13%
Shares
9 transactions
Others Institutions Holding SAMT
# of Institutions
26Shares Held
3.14MCall Options Held
0Put Options Held
0-
Beaumont Financial Partners, LLC797KShares$25.4 Million1.65% of portfolio
-
Beaumont Financial Advisors, LLC Needham, DE390KShares$12.4 Million1.0% of portfolio
-
Envestnet Asset Management Inc386KShares$12.3 Million0.0% of portfolio
-
Baird Financial Group, Inc. Milwaukee, WI326KShares$10.4 Million0.02% of portfolio
-
Triangle Securities Wealth Management280KShares$8.91 Million2.18% of portfolio