Kestra Private Wealth Services, LLC Advisors Inn.Circle Fd Iii Str Transaction History
Kestra Private Wealth Services, LLC
- $5.67 Billion
- Q4 2024
A detailed history of Kestra Private Wealth Services, LLC transactions in Advisors Inn.Circle Fd Iii Str stock. As of the latest transaction made, Kestra Private Wealth Services, LLC holds 47,193 shares of SAMT stock, worth $1.45 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
47,193Holding current value
$1.45 Million% of portfolio
0.02%Shares
1 transactions
Others Institutions Holding SAMT
# of Institutions
27Shares Held
3.19MCall Options Held
0Put Options Held
0-
Beaumont Financial Partners, LLC797KShares$24.4 Million1.65% of portfolio
-
Beaumont Financial Advisors, LLC Needham, DE390KShares$12 Million1.0% of portfolio
-
Envestnet Asset Management Inc386KShares$11.8 Million0.0% of portfolio
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Baird Financial Group, Inc. Milwaukee, WI326KShares$9.98 Million0.02% of portfolio
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Triangle Securities Wealth Management280KShares$8.58 Million2.18% of portfolio