Kestra Private Wealth Services, LLC Advisors Inn.Circle Fd Iii Str Transaction History

Kestra Private Wealth Services, LLC

  • $6.57 Billion
  • Q2 2025

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 55,948 shares of SAMT stock, worth $1.98 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
55,948
Previous 54,780 2.13%
Holding current value
$1.98 Million
Previous $1.6 Million 20.45%
% of portfolio
0.03%
Previous 0.03%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 07, 2025
BUY
$27.04 - $34.43 $31,582 - $40,214
1,168 Added 2.13%
55,948 $1.93 Million
Q1 2025

May 05, 2025
BUY
$28.43 - $33.08 $215,698 - $250,977
7,587 Added 16.08%
54,780 $1.6 Million
Q4 2024

Jan 28, 2025
BUY
$27.63 - $31.15 $1.3 Million - $1.47 Million
47,193 New
47,193 $1.38 Million

Others Institutions Holding SAMT

# of Institutions
39
Shares Held
5.43M
Call Options Held
0
Put Options Held
0
View Full List

About ADVISORS INN.CIRCLE FD III STR

SAMT Quotes by TradingView
  • Ticker SAMT
More about SAMT
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