Mutual Advisors, LLC Advisors Inn.Circle Fd Iii Str Transaction History
Mutual Advisors, LLC
- $3.73 Billion
- Q2 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 16,570 shares of SAMT stock, worth $582,435. This represents 0.02% of its overall portfolio holdings.
Number of Shares
16,570
Previous 16,439
0.8%
Holding current value
$582,435
Previous $479,000
19.0%
% of portfolio
0.02%
Previous 0.01%
Shares
6 transactions
Others Institutions Holding SAMT
# of Institutions
36Shares Held
5.23MCall Options Held
0Put Options Held
0-
Beaumont Financial Advisors, LLC Needham, DE1.32MShares$46.4 Million3.97% of portfolio
-
Beaumont Financial Partners, LLC797KShares$28 Million1.65% of portfolio
-
Envestnet Asset Management Inc444KShares$15.6 Million0.0% of portfolio
-
Trilogy Capital Inc.437KShares$15.3 Million0.74% of portfolio
-
Baird Financial Group, Inc. Milwaukee, WI378KShares$13.3 Million0.02% of portfolio