Triangle Securities Wealth Management Advisors Inn.Circle Fd Iii Str Transaction History
Triangle Securities Wealth Management
- $412 Million
- Q3 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 262,393 shares of SAMT stock, worth $10.2 Million. This represents 2.37% of its overall portfolio holdings.
Number of Shares
262,393
Previous 276,864
5.23%
Holding current value
$10.2 Million
Previous $9.53 Million
2.59%
% of portfolio
2.37%
Previous 2.51%
Shares
13 transactions
Others Institutions Holding SAMT
# of Institutions
40Shares Held
5.55MCall Options Held
0Put Options Held
0-
Beaumont Financial Advisors, LLC Needham, DE1.26MShares$49.1 Million3.8% of portfolio
-
Beaumont Financial Partners, LLC797KShares$31.1 Million1.65% of portfolio
-
Envestnet Asset Management Inc496KShares$19.4 Million0.01% of portfolio
-
Trilogy Capital Inc.452KShares$17.7 Million0.78% of portfolio
-
Baird Financial Group, Inc. Milwaukee, WI325KShares$12.7 Million0.02% of portfolio