Triangle Securities Wealth Management Advisors Inn.Circle Fd Iii Str Transaction History
Triangle Securities Wealth Management
- $380 Million
- Q2 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 276,864 shares of SAMT stock, worth $9.87 Million. This represents 2.51% of its overall portfolio holdings.
Number of Shares
276,864
Previous 274,361
0.91%
Holding current value
$9.87 Million
Previous $7.96 Million
19.76%
% of portfolio
2.51%
Previous 2.14%
Shares
12 transactions
Others Institutions Holding SAMT
# of Institutions
35Shares Held
5.23MCall Options Held
0Put Options Held
0-
Beaumont Financial Advisors, LLC Needham, DE1.32MShares$47 Million3.97% of portfolio
-
Beaumont Financial Partners, LLC797KShares$28.4 Million1.65% of portfolio
-
Envestnet Asset Management Inc444KShares$15.8 Million0.0% of portfolio
-
Trilogy Capital Inc.437KShares$15.6 Million0.74% of portfolio
-
Baird Financial Group, Inc. Milwaukee, WI378KShares$13.5 Million0.02% of portfolio