Insight Wealth Strategies, LLC Advisors Inn.Circle Fd Iii Str Transaction History
Insight Wealth Strategies, LLC
- $788 Million
- Q3 2025
A detailed history of Insight Wealth Strategies, LLC transactions in Advisors Inn.Circle Fd Iii Str stock. As of the latest transaction made, Insight Wealth Strategies, LLC holds 243,384 shares of SAMT stock, worth $9.5 Million. This represents 1.15% of its overall portfolio holdings.
Number of Shares
243,384
Previous 243,224
0.07%
Holding current value
$9.5 Million
Previous $8.37 Million
8.31%
% of portfolio
1.15%
Previous 1.13%
Shares
3 transactions
Others Institutions Holding SAMT
# of Institutions
40Shares Held
5.48MCall Options Held
0Put Options Held
0-
Beaumont Financial Advisors, LLC Needham, DE1.32MShares$51.5 Million3.97% of portfolio
-
Beaumont Financial Partners, LLC797KShares$31.1 Million1.65% of portfolio
-
Envestnet Asset Management Inc496KShares$19.4 Million0.01% of portfolio
-
Trilogy Capital Inc.437KShares$17 Million0.74% of portfolio
-
Baird Financial Group, Inc. Milwaukee, WI325KShares$12.7 Million0.02% of portfolio