Triangle Securities Wealth Management Advisors Inn.Circle Fd Iii Str Transaction History
Triangle Securities Wealth Management
- $372 Million
- Q1 2025
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 274,361 shares of SAMT stock, worth $9 Million. This represents 2.14% of its overall portfolio holdings.
Number of Shares
274,361
Previous 279,969
2.0%
Holding current value
$9 Million
Previous $8.16 Million
2.44%
% of portfolio
2.14%
Previous 2.18%
Shares
11 transactions
Others Institutions Holding SAMT
# of Institutions
34Shares Held
4.14MCall Options Held
0Put Options Held
0-
Beaumont Financial Partners, LLC797KShares$26.2 Million1.65% of portfolio
-
Beaumont Financial Advisors, LLC Needham, DE596KShares$19.6 Million1.53% of portfolio
-
Envestnet Asset Management Inc444KShares$14.6 Million0.0% of portfolio
-
Baird Financial Group, Inc. Milwaukee, WI378KShares$12.4 Million0.02% of portfolio
-
Trilogy Capital Inc.304KShares$9.98 Million0.47% of portfolio