Mutual Advisors, LLC Advisors Inn.Circle Fd Iii Str Transaction History

Mutual Advisors, LLC

$3.06 Billion
Q1 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 9,670 shares of SAMT stock, worth $256,448. This represents 0.01% of its overall portfolio holdings.

Number of Shares

9,670

Holding current value

$256,448

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 02, 2024	BUY	$22.73 - $25.52 $219,799 - $246,778	9,670 New	9,670 $245,000

Others Institutions Holding SAMT

# of Institutions

Shares Held

3.06M

Call Options Held

Put Options Held

Beaumont Financial Partners, LLC

797K
Shares

$21.1 Million
1.65% of portfolio
Beaumont Financial Advisors, LLC Needham, DE

411K
Shares

$10.9 Million
0.99% of portfolio
Envestnet Asset Management Inc

335K
Shares

$8.88 Million
0.0% of portfolio
Baird Financial Group, Inc. Milwaukee, WI

323K
Shares

$8.58 Million
0.02% of portfolio
Triangle Securities Wealth Management

282K
Shares

$7.48 Million
2.06% of portfolio

View Full List

About ADVISORS INN.CIRCLE FD III STR

Ticker SAMT

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Mutual Advisors, LLC Advisors Inn.Circle Fd Iii Str Transaction History