Godsey & Gibb Associates Advisors Inn.Circle Fd Iii Str Transaction History

Godsey & Gibb Associates

$977 Million
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Jul 25, 2023	BUY	$21.83 - $23.33 $4,366 - $4,666	200 New	200 $4,000

Others Institutions Holding SAMT

# of Institutions

27

Shares Held

3.19M

Call Options Held

0

Put Options Held

0

Beaumont Financial Partners, LLC

797K
Shares

$25.6 Million
1.65% of portfolio
Beaumont Financial Advisors, LLC Needham, DE

390K
Shares

$12.5 Million
1.0% of portfolio
Envestnet Asset Management Inc

386K
Shares

$12.4 Million
0.0% of portfolio
Baird Financial Group, Inc. Milwaukee, WI

326K
Shares

$10.5 Million
0.02% of portfolio
Triangle Securities Wealth Management

280K
Shares

$8.98 Million
2.18% of portfolio

About ADVISORS INN.CIRCLE FD III STR

Ticker SAMT

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