Triangle Securities Wealth Management Advisors Inner Circle Fd Iii S Transaction History
Triangle Securities Wealth Management
- $380 Million
- Q2 2025
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 80,519 shares of SAGP stock, worth $2.75 Million. This represents 0.7% of its overall portfolio holdings.
Number of Shares
80,519
Previous 81,078
0.69%
Holding current value
$2.75 Million
Previous $2.45 Million
8.46%
% of portfolio
0.7%
Previous 0.66%
Shares
11 transactions
Others Institutions Holding SAGP
# of Institutions
14Shares Held
1.04MCall Options Held
0Put Options Held
0-
Baird Financial Group, Inc. Milwaukee, WI436KShares$14.9 Million0.03% of portfolio
-
Envestnet Asset Management Inc407KShares$13.9 Million0.0% of portfolio
-
Greenwich Wealth Management LLC Greenwich, CT51.1KShares$1.75 Million0.08% of portfolio
-
Cambridge Advisors Inc.19.6KShares$668,1600.14% of portfolio
-
Archford Capital Strategies, LLC14KShares$477,7640.06% of portfolio