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

Psi Advisors, LLC

$304 Million
Q1 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 13, 2025	SELL	$27.63 - $31.15 $1,464 - $1,650	-53 Reduced 23.66%	171 $4,000
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

34

Shares Held

4.14M

Call Options Held

0

Put Options Held

0

Beaumont Financial Partners, LLC

797K
Shares

$26.2 Million
1.65% of portfolio
Beaumont Financial Advisors, LLC Needham, DE

596K
Shares

$19.6 Million
1.53% of portfolio
Envestnet Asset Management Inc

444K
Shares

$14.6 Million
0.0% of portfolio
Baird Financial Group, Inc. Milwaukee, WI

378K
Shares

$12.4 Million
0.02% of portfolio
Trilogy Capital Inc.

304K
Shares

$9.98 Million
0.47% of portfolio

About ADVISORS INN.CIRCLE FD III STR

Ticker SAMT

More about SAMT

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Psi Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Psi Advisors, LLC with notifications on news.