Fortem Financial Group, LLC Advisors Inn.Circle Fd Iii Str Call Options Transaction History

Fortem Financial Group, LLC

$240 Million
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding SAMT

# of Institutions

25

Shares Held

3.14M

Call Options Held

0

Put Options Held

0

Beaumont Financial Partners, LLC

797K
Shares

$23.4 Million
1.65% of portfolio
Beaumont Financial Advisors, LLC Needham, DE

402K
Shares

$11.8 Million
1.01% of portfolio
Envestnet Asset Management Inc

386K
Shares

$11.3 Million
0.0% of portfolio
Baird Financial Group, Inc. Milwaukee, WI

326K
Shares

$9.55 Million
0.02% of portfolio
Triangle Securities Wealth Management

285K
Shares

$8.35 Million
2.09% of portfolio

About ADVISORS INN.CIRCLE FD III STR

Ticker SAMT

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