Mutual Advisors, LLC Advisors Inn.Circle Fd Iii Str Transaction History
Mutual Advisors, LLC
- $3.38 Billion
- Q1 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 16,439 shares of SAMT stock, worth $562,049. This represents 0.01% of its overall portfolio holdings.
Number of Shares
16,439
Previous 14,879
10.48%
Holding current value
$562,049
Previous $433,000
10.62%
% of portfolio
0.01%
Previous 0.01%
Shares
5 transactions
Others Institutions Holding SAMT
# of Institutions
34Shares Held
4.14MCall Options Held
0Put Options Held
0-
Beaumont Financial Partners, LLC797KShares$27.2 Million1.65% of portfolio
-
Beaumont Financial Advisors, LLC Needham, DE596KShares$20.4 Million1.53% of portfolio
-
Envestnet Asset Management Inc444KShares$15.2 Million0.0% of portfolio
-
Baird Financial Group, Inc. Milwaukee, WI378KShares$12.9 Million0.02% of portfolio
-
Trilogy Capital Inc.304KShares$10.4 Million0.47% of portfolio