Guardian Wealth Management, Inc. Silvercrest Asset Management Group Inc. Transaction History
Guardian Wealth Management, Inc.
- $122 Million
- Q2 2024
A detailed history of Guardian Wealth Management, Inc. transactions in Silvercrest Asset Management Group Inc. stock. As of the latest transaction made, Guardian Wealth Management, Inc. holds 2,848 shares of SAMG stock, worth $47,931. This represents 0.04% of its overall portfolio holdings.
Number of Shares
2,848
Previous 2,813
1.24%
Holding current value
$47,931
Previous $44,000
-0.0%
% of portfolio
0.04%
Previous 0.04%
Shares
11 transactions
Others Institutions Holding SAMG
# of Institutions
79Shares Held
6.45MCall Options Held
500Put Options Held
0-
Long Path Partners LP Stamford, CT941KShares$15.8 Million7.79% of portfolio
-
Black Rock Inc. New York, NY708KShares$11.9 Million0.0% of portfolio
-
Royce & Associates LP550KShares$9.26 Million0.08% of portfolio
-
Vanguard Group Inc Valley Forge, PA509KShares$8.57 Million0.0% of portfolio
-
Punch & Associates Investment Management, Inc. Edina, MN452KShares$7.61 Million0.44% of portfolio
About Silvercrest Asset Management Group Inc.
- Ticker SAMG
- Exchange NASDAQ
- Sector Financial Services
- Industry Asset Management
- Shares Outstandng 9,911,460
- Market Cap $167M
- Description
- Silvercrest Asset Management Group Inc., a wealth management firm, provides financial advisory and related family office services in the United States. The company serves ultra-high net worth individuals and families, as well as their trusts; endowments; foundations; and other institutional investors. It also manages funds of funds and other inv...