Mayfair Advisory Group, LLC Advisors Inn.Circle Fd Iii Str Transaction History

Mayfair Advisory Group, LLC

$164 Million
Q4 2024

A detailed history of Mayfair Advisory Group, LLC transactions in Advisors Inn.Circle Fd Iii Str stock. As of the latest transaction made, Mayfair Advisory Group, LLC holds 7,970 shares of SAMT stock, worth $253,685. This represents 0.14% of its overall portfolio holdings.

Number of Shares

7,970

Holding current value

$253,685

% of portfolio

0.14%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 13, 2025	BUY	$27.63 - $31.15 $220,211 - $248,265	7,970 New	7,970 $232,000

Others Institutions Holding SAMT

# of Institutions

Shares Held

3.14M

Call Options Held

Put Options Held

Beaumont Financial Partners, LLC

797K
Shares

$25.4 Million
1.65% of portfolio
Beaumont Financial Advisors, LLC Needham, DE

390K
Shares

$12.4 Million
1.0% of portfolio
Envestnet Asset Management Inc

386K
Shares

$12.3 Million
0.0% of portfolio
Baird Financial Group, Inc. Milwaukee, WI

326K
Shares

$10.4 Million
0.02% of portfolio
Triangle Securities Wealth Management

280K
Shares

$8.91 Million
2.18% of portfolio

View Full List

About ADVISORS INN.CIRCLE FD III STR

Ticker SAMT

More about SAMT

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Mayfair Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mayfair Advisory Group, LLC with notifications on news.

Account

Mayfair Advisory Group, LLC Advisors Inn.Circle Fd Iii Str Transaction History