Triangle Securities Wealth Management Advisors Inn.Circle Fd Iii Str Transaction History
Triangle Securities Wealth Management
- $349 Million
- Q2 2024
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 285,277 shares of SAMT stock, worth $7.94 Million. This represents 2.14% of its overall portfolio holdings.
Number of Shares
285,277
Previous 281,885
1.2%
Holding current value
$7.94 Million
Previous $7.15 Million
4.35%
% of portfolio
2.14%
Previous 2.06%
Shares
8 transactions
Others Institutions Holding SAMT
# of Institutions
26Shares Held
3.01MCall Options Held
0Put Options Held
0-
Beaumont Financial Partners, LLC797KShares$22.2 Million1.65% of portfolio
-
Beaumont Financial Advisors, LLC Needham, DE402KShares$11.2 Million1.01% of portfolio
-
Envestnet Asset Management Inc362KShares$10.1 Million0.0% of portfolio
-
Aptus Capital Advisors, LLC248KShares$6.91 Million0.12% of portfolio
-
Baird Financial Group, Inc. Milwaukee, WI246KShares$6.85 Million0.01% of portfolio