Trilogy Capital Inc. Advisors Inn.Circle Fd Iii Str Transaction History
Trilogy Capital Inc.
- $2.15 Billion
- Q3 2025
A detailed history of Trilogy Capital Inc. transactions in Advisors Inn.Circle Fd Iii Str stock. As of the latest transaction made, Trilogy Capital Inc. holds 452,367 shares of SAMT stock, worth $16.7 Million. This represents 0.78% of its overall portfolio holdings.
Number of Shares
452,367
Previous 436,642
3.6%
Holding current value
$16.7 Million
Previous $15 Million
12.15%
% of portfolio
0.78%
Previous 0.74%
Shares
3 transactions
Others Institutions Holding SAMT
# of Institutions
41Shares Held
6.41MCall Options Held
0Put Options Held
0-
Beaumont Financial Advisors, LLC Needham, DE1.26MShares$46.6 Million3.8% of portfolio
-
Beaumont Financial Partners, LLC797KShares$29.5 Million1.65% of portfolio
-
Baird Financial Group, Inc. Milwaukee, WI767KShares$28.4 Million0.05% of portfolio
-
Envestnet Asset Management Inc639KShares$23.6 Million0.01% of portfolio
-
Archford Capital Strategies, LLC282KShares$10.4 Million1.4% of portfolio