Triangle Securities Wealth Management Advisors Inner Circle Fd Iii S Transaction History
Triangle Securities Wealth Management
- $348 Million
- Q1 2024
A detailed history of Triangle Securities Wealth Management transactions in Advisors Inner Circle Fd Iii S stock. As of the latest transaction made, Triangle Securities Wealth Management holds 80,516 shares of SAGP stock, worth $2.19 Million. This represents 0.64% of its overall portfolio holdings.
Number of Shares
80,516
Previous 80,024
0.61%
Holding current value
$2.19 Million
Previous $2.08 Million
6.88%
% of portfolio
0.64%
Previous 0.65%
Shares
6 transactions
Others Institutions Holding SAGP
# of Institutions
12Shares Held
998KCall Options Held
0Put Options Held
0-
Baird Financial Group, Inc. Milwaukee, WI525KShares$14.3 Million0.03% of portfolio
-
Envestnet Asset Management Inc330KShares$8.96 Million0.0% of portfolio
-
Cambridge Advisors Inc.22KShares$598,6600.15% of portfolio
-
Jaffetilchin Investment Partners, LLC Tampa, FL15.4KShares$417,7470.04% of portfolio
-
Fiduciary Trust CO Boston, MA13.4KShares$364,4870.01% of portfolio