Parallel Advisors, LLC Advisors Inn.Circle Fd Iii Str Transaction History
Parallel Advisors, LLC
- $4.87 Billion
- Q2 2025
A detailed history of Parallel Advisors, LLC transactions in Advisors Inn.Circle Fd Iii Str stock. As of the latest transaction made, Parallel Advisors, LLC holds 1,000 shares of SAMT stock, worth $39,020. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,000
Previous 1,000
-0.0%
Holding current value
$39,020
Previous $29,000
17.24%
% of portfolio
0.0%
Previous 0.0%
Shares
10 transactions
Others Institutions Holding SAMT
# of Institutions
40Shares Held
5.55MCall Options Held
0Put Options Held
0-
Beaumont Financial Advisors, LLC Needham, DE1.26MShares$49.1 Million3.8% of portfolio
-
Beaumont Financial Partners, LLC797KShares$31.1 Million1.65% of portfolio
-
Envestnet Asset Management Inc496KShares$19.4 Million0.01% of portfolio
-
Trilogy Capital Inc.452KShares$17.7 Million0.78% of portfolio
-
Baird Financial Group, Inc. Milwaukee, WI325KShares$12.7 Million0.02% of portfolio