Mutual Advisors, LLC Advisors Inn.Circle Fd Iii Str Transaction History
Mutual Advisors, LLC
- $3.5 Billion
- Q3 2024
A detailed history of Mutual Advisors, LLC transactions in Advisors Inn.Circle Fd Iii Str stock. As of the latest transaction made, Mutual Advisors, LLC holds 11,182 shares of SAMT stock, worth $337,696. This represents 0.01% of its overall portfolio holdings.
Number of Shares
11,182
Previous 11,454
2.37%
Holding current value
$337,696
Previous $299,000
3.68%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding SAMT
# of Institutions
25Shares Held
3.14MCall Options Held
0Put Options Held
0-
Beaumont Financial Partners, LLC797KShares$24.1 Million1.65% of portfolio
-
Beaumont Financial Advisors, LLC Needham, DE402KShares$12.1 Million1.01% of portfolio
-
Envestnet Asset Management Inc386KShares$11.6 Million0.0% of portfolio
-
Baird Financial Group, Inc. Milwaukee, WI326KShares$9.84 Million0.02% of portfolio
-
Triangle Securities Wealth Management285KShares$8.6 Million2.09% of portfolio