Fortem Financial Group, LLC Advisors Inn.Circle Fd Iii Str Transaction History
Fortem Financial Group, LLC
- $249 Million
- Q1 2025
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 91,236 shares of SAMT stock, worth $3.26 Million. This represents 1.07% of its overall portfolio holdings.
Number of Shares
91,236
Previous 92,871
1.76%
Holding current value
$3.26 Million
Previous $2.71 Million
1.59%
% of portfolio
1.07%
Previous 1.07%
Shares
10 transactions
Others Institutions Holding SAMT
# of Institutions
37Shares Held
5.43MCall Options Held
0Put Options Held
0-
Beaumont Financial Advisors, LLC Needham, DE1.32MShares$47.1 Million3.97% of portfolio
-
Beaumont Financial Partners, LLC797KShares$28.4 Million1.65% of portfolio
-
Envestnet Asset Management Inc496KShares$17.7 Million0.01% of portfolio
-
Trilogy Capital Inc.437KShares$15.6 Million0.74% of portfolio
-
Baird Financial Group, Inc. Milwaukee, WI378KShares$13.5 Million0.02% of portfolio