Providence Capital Advisors, LLC Advisors Inn.Circle Fd Iii Str Transaction History
Providence Capital Advisors, LLC
- $445 Million
- Q1 2024
Shares
3 transactions
Others Institutions Holding SAMT
# of Institutions
24Shares Held
3.06MCall Options Held
0Put Options Held
0-
Beaumont Financial Partners, LLC797KShares$21.1 Million1.65% of portfolio
-
Beaumont Financial Advisors, LLC Needham, DE411KShares$10.9 Million0.99% of portfolio
-
Envestnet Asset Management Inc335KShares$8.89 Million0.0% of portfolio
-
Baird Financial Group, Inc. Milwaukee, WI323KShares$8.58 Million0.02% of portfolio
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Triangle Securities Wealth Management285KShares$7.57 Million2.14% of portfolio