Triangle Securities Wealth Management Advisors Inner Circle Fd Iii S Transaction History
Triangle Securities Wealth Management
- $377 Million
- Q3 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 79,602 shares of SAGP stock, worth $2.34 Million. This represents 0.63% of its overall portfolio holdings.
Number of Shares
79,602
Previous 82,811
3.88%
Holding current value
$2.34 Million
Previous $2.25 Million
6.4%
% of portfolio
0.63%
Previous 0.64%
Shares
8 transactions
Others Institutions Holding SAGP
# of Institutions
15Shares Held
928KCall Options Held
0Put Options Held
0-
Baird Financial Group, Inc. Milwaukee, WI417KShares$12.3 Million0.02% of portfolio
-
Envestnet Asset Management Inc336KShares$9.89 Million0.0% of portfolio
-
Cambridge Advisors Inc.22.1KShares$648,6370.15% of portfolio
-
Archford Capital Strategies, LLC19.8KShares$583,5230.09% of portfolio
-
Jaffetilchin Investment Partners, LLC Tampa, FL16.8KShares$493,3520.04% of portfolio