Triangle Securities Wealth Management Advisors Inner Circle Fd Iii S Transaction History
Triangle Securities Wealth Management
- $374 Million
- Q4 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 79,622 shares of SAGP stock, worth $2.36 Million. This represents 0.61% of its overall portfolio holdings.
Number of Shares
79,622
Previous 79,602
0.03%
Holding current value
$2.36 Million
Previous $2.39 Million
5.22%
% of portfolio
0.61%
Previous 0.63%
Shares
9 transactions
Others Institutions Holding SAGP
# of Institutions
15Shares Held
930KCall Options Held
0Put Options Held
0-
Baird Financial Group, Inc. Milwaukee, WI417KShares$12.3 Million0.02% of portfolio
-
Envestnet Asset Management Inc336KShares$9.96 Million0.0% of portfolio
-
Cambridge Advisors Inc.22.1KShares$653,4890.15% of portfolio
-
Archford Capital Strategies, LLC21.9KShares$649,4300.1% of portfolio
-
Jaffetilchin Investment Partners, LLC Tampa, FL16.8KShares$497,0430.04% of portfolio