Spire Wealth Management Silvercrest Asset Management Group Inc. Transaction History
Spire Wealth Management
- $3.01 Billion
- Q1 2024
A detailed history of Spire Wealth Management transactions in Silvercrest Asset Management Group Inc. stock. As of the latest transaction made, Spire Wealth Management holds 200 shares of SAMG stock, worth $3,118. This represents 0.0% of its overall portfolio holdings.
Number of Shares
200
Previous 200
-0.0%
Holding current value
$3,118
Previous $3,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding SAMG
# of Institutions
78Shares Held
6.46MCall Options Held
600Put Options Held
0-
Long Path Partners LP Stamford, CT760KShares$11.9 Million9.38% of portfolio
-
Royce & Associates LP635KShares$9.89 Million0.09% of portfolio
-
Black Rock Inc. New York, NY535KShares$8.33 Million0.0% of portfolio
-
Vanguard Group Inc Valley Forge, PA522KShares$8.14 Million0.0% of portfolio
-
Punch & Associates Investment Management, Inc. Edina, MN448KShares$6.99 Million0.43% of portfolio
About Silvercrest Asset Management Group Inc.
- Ticker SAMG
- Exchange NASDAQ
- Sector Financial Services
- Industry Asset Management
- Shares Outstandng 9,911,460
- Market Cap $155M
- Description
- Silvercrest Asset Management Group Inc., a wealth management firm, provides financial advisory and related family office services in the United States. The company serves ultra-high net worth individuals and families, as well as their trusts; endowments; foundations; and other institutional investors. It also manages funds of funds and other inv...