One Charles Private Wealth Services, LLC Advisors Inn.Circle Fd Iii Str Transaction History
One Charles Private Wealth Services, LLC
- $342 Million
- Q3 2025
A detailed history of One Charles Private Wealth Services, LLC transactions in Advisors Inn.Circle Fd Iii Str stock. As of the latest transaction made, One Charles Private Wealth Services, LLC holds 143,350 shares of SAMT stock, worth $5.31 Million. This represents 1.56% of its overall portfolio holdings.
Number of Shares
143,350Holding current value
$5.31 Million% of portfolio
1.56%Shares
1 transactions
Others Institutions Holding SAMT
# of Institutions
42Shares Held
6.41MCall Options Held
0Put Options Held
0-
Beaumont Financial Advisors, LLC Needham, DE1.26MShares$46.6 Million3.8% of portfolio
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Beaumont Financial Partners, LLC797KShares$29.5 Million1.65% of portfolio
-
Baird Financial Group, Inc. Milwaukee, WI767KShares$28.4 Million0.05% of portfolio
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Envestnet Asset Management Inc639KShares$23.6 Million0.01% of portfolio
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Trilogy Capital Inc.452KShares$16.7 Million0.78% of portfolio