Spire Wealth Management Silvercrest Asset Management Group Inc. Transaction History
Spire Wealth Management
- $2.7 Billion
- Q2 2025
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 205 shares of SAMG stock, worth $3,318. This represents 0.0% of its overall portfolio holdings.
Number of Shares
205
Previous 202
1.49%
Holding current value
$3,318
Previous $3,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
5 transactions
Others Institutions Holding SAMG
# of Institutions
86Shares Held
6.03MCall Options Held
100Put Options Held
0-
Long Path Partners LP Stamford, CT910KShares$14.7 Million7.49% of portfolio
-
Black Rock Inc. New York, NY708KShares$11.5 Million0.0% of portfolio
-
Royce & Associates LP573KShares$9.28 Million0.11% of portfolio
-
Vanguard Group Inc Valley Forge, PA552KShares$8.93 Million0.0% of portfolio
-
Punch & Associates Investment Management, Inc. Edina, MN229KShares$3.71 Million0.27% 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 $160M
- 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...