Triangle Securities Wealth Management Advisors Inn.Circle Fd Iii Str Call Options Transaction History

Triangle Securities Wealth Management

$349 Million
Q2 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding SAMT

# of Institutions

26

Shares Held

3.01M

Call Options Held

0

Put Options Held

0

Beaumont Financial Partners, LLC

797K
Shares

$22.2 Million
1.65% of portfolio
Beaumont Financial Advisors, LLC Needham, DE

402K
Shares

$11.2 Million
1.01% of portfolio
Envestnet Asset Management Inc

362K
Shares

$10.1 Million
0.0% of portfolio
Aptus Capital Advisors, LLC

248K
Shares

$6.91 Million
0.12% of portfolio
Baird Financial Group, Inc. Milwaukee, WI

246K
Shares

$6.85 Million
0.01% of portfolio

About ADVISORS INN.CIRCLE FD III STR

Ticker SAMT

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