Greenwich Wealth Management LLC Advisors Inn.Circle Fd Iii Str Transaction History
Greenwich Wealth Management LLC
- $1.47 Billion
- Q3 2024
A detailed history of Greenwich Wealth Management LLC transactions in Advisors Inn.Circle Fd Iii Str stock. As of the latest transaction made, Greenwich Wealth Management LLC holds 36,363 shares of SAMT stock, worth $1.1 Million. This represents 0.07% of its overall portfolio holdings.
Number of Shares
36,363
Previous 35,042
3.77%
Holding current value
$1.1 Million
Previous $917,000
10.03%
% of portfolio
0.07%
Previous 0.07%
Shares
6 transactions
Others Institutions Holding SAMT
# of Institutions
25Shares Held
3.14MCall Options Held
0Put Options Held
0-
Beaumont Financial Partners, LLC797KShares$24.1 Million1.65% of portfolio
-
Beaumont Financial Advisors, LLC Needham, DE402KShares$12.1 Million1.01% of portfolio
-
Envestnet Asset Management Inc386KShares$11.6 Million0.0% of portfolio
-
Baird Financial Group, Inc. Milwaukee, WI326KShares$9.84 Million0.02% of portfolio
-
Triangle Securities Wealth Management285KShares$8.6 Million2.09% of portfolio