Mutual Advisors, LLC Advisors Inn.Circle Fd Iii Str Transaction History
Mutual Advisors, LLC
- $3.31 Billion
- Q4 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 14,879 shares of SAMT stock, worth $477,467. This represents 0.01% of its overall portfolio holdings.
Number of Shares
14,879
Previous 11,182
33.06%
Holding current value
$477,467
Previous $310,000
39.68%
% of portfolio
0.01%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding SAMT
# of Institutions
27Shares Held
3.19MCall Options Held
0Put Options Held
0-
Beaumont Financial Partners, LLC797KShares$25.6 Million1.65% of portfolio
-
Beaumont Financial Advisors, LLC Needham, DE390KShares$12.5 Million1.0% of portfolio
-
Envestnet Asset Management Inc386KShares$12.4 Million0.0% of portfolio
-
Baird Financial Group, Inc. Milwaukee, WI326KShares$10.5 Million0.02% of portfolio
-
Triangle Securities Wealth Management280KShares$8.98 Million2.18% of portfolio