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

Psi Advisors, LLC

$338 Million
Q3 2024

A detailed history of Psi Advisors, LLC transactions in Advisors Inn.Circle Fd Iii Str stock. As of the latest transaction made, Psi Advisors, LLC holds 224 shares of SAMT stock, worth $6,764. This represents 0.0% of its overall portfolio holdings.

Number of Shares

224

Previous 224 -0.0%

Holding current value

$6,764

Previous $5,000 20.0%

% of portfolio

0.0%

Previous 0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 23, 2024	BUY	$24.51 - $26.5 $5,490 - $5,936	224 New	224 $5,000

Others Institutions Holding SAMT

# of Institutions

Shares Held

3.14M

Call Options Held

Put Options Held

Beaumont Financial Partners, LLC

797K
Shares

$24.1 Million
1.65% of portfolio
Beaumont Financial Advisors, LLC Needham, DE

402K
Shares

$12.1 Million
1.01% of portfolio
Envestnet Asset Management Inc

386K
Shares

$11.6 Million
0.0% of portfolio
Baird Financial Group, Inc. Milwaukee, WI

326K
Shares

$9.84 Million
0.02% of portfolio
Triangle Securities Wealth Management

285K
Shares

$8.6 Million
2.09% of portfolio

View Full List

About ADVISORS INN.CIRCLE FD III STR

Ticker SAMT

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