Triangle Securities Wealth Management Advisors Inn.Circle Fd Iii Str Transaction History
Triangle Securities Wealth Management
- $348 Million
- Q1 2024
A detailed history of Triangle Securities Wealth Management transactions in Advisors Inn.Circle Fd Iii Str stock. As of the latest transaction made, Triangle Securities Wealth Management holds 281,885 shares of SAMT stock, worth $7.48 Million. This represents 2.06% of its overall portfolio holdings.
Number of Shares
281,885
Previous 279,196
0.96%
Holding current value
$7.48 Million
Previous $6.44 Million
11.17%
% of portfolio
2.06%
Previous 2.02%
Shares
7 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$8.88 Million0.0% of portfolio
-
Baird Financial Group, Inc. Milwaukee, WI323KShares$8.58 Million0.02% of portfolio
-
Aptus Capital Advisors, LLC252KShares$6.68 Million0.13% of portfolio