Triangle Securities Wealth Management Advisors Inn.Circle Fd Iii Str Transaction History
Triangle Securities Wealth Management
- $377 Million
- Q3 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 284,660 shares of SAMT stock, worth $8.51 Million. This represents 2.09% of its overall portfolio holdings.
Number of Shares
284,660
Previous 285,277
0.22%
Holding current value
$8.51 Million
Previous $7.47 Million
5.81%
% of portfolio
2.09%
Previous 2.14%
Shares
9 transactions
Others Institutions Holding SAMT
# of Institutions
25Shares Held
3.14MCall Options Held
0Put Options Held
0-
Beaumont Financial Partners, LLC797KShares$23.8 Million1.65% of portfolio
-
Beaumont Financial Advisors, LLC Needham, DE402KShares$12 Million1.01% of portfolio
-
Envestnet Asset Management Inc386KShares$11.5 Million0.0% of portfolio
-
Baird Financial Group, Inc. Milwaukee, WI326KShares$9.73 Million0.02% of portfolio
-
Aptus Capital Advisors, LLC258KShares$7.72 Million0.11% of portfolio