Jaffetilchin Investment Partners, LLC Advisors Inn.Circle Fd Iii Str Call Options Transaction History

Jaffetilchin Investment Partners, LLC

$1.35 Billion
Q1 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding SAMT

# of Institutions

33

Shares Held

3.55M

Call Options Held

0

Put Options Held

0

Beaumont Financial Partners, LLC

797K
Shares

$23.6 Million
1.65% of portfolio
Envestnet Asset Management Inc

444K
Shares

$13.1 Million
0.0% of portfolio
Beaumont Financial Advisors, LLC Needham, DE

390K
Shares

$11.5 Million
1.0% of portfolio
Baird Financial Group, Inc. Milwaukee, WI

348K
Shares

$10.3 Million
0.02% of portfolio
Triangle Securities Wealth Management

274K
Shares

$8.11 Million
2.14% of portfolio

About ADVISORS INN.CIRCLE FD III STR

Ticker SAMT

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