Mutual Advisors, LLC Advisors Inn.Circle Fd Iii Str Transaction History
Mutual Advisors, LLC
- $4.2 Billion
- Q3 2025
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 36,010 shares of SAMT stock, worth $1.33 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
36,010
Previous 16,570
117.32%
Holding current value
$1.33 Million
Previous $570,000
135.44%
% of portfolio
0.03%
Previous 0.02%
Shares
7 transactions
Others Institutions Holding SAMT
# of Institutions
41Shares Held
6.41MCall Options Held
0Put Options Held
0-
Beaumont Financial Advisors, LLC Needham, DE1.26MShares$46.6 Million3.8% of portfolio
-
Beaumont Financial Partners, LLC797KShares$29.5 Million1.65% of portfolio
-
Baird Financial Group, Inc. Milwaukee, WI767KShares$28.4 Million0.05% of portfolio
-
Envestnet Asset Management Inc639KShares$23.6 Million0.01% of portfolio
-
Trilogy Capital Inc.452KShares$16.7 Million0.78% of portfolio