Trilogy Capital Inc. Advisors Inn.Circle Fd Iii Str Transaction History

Trilogy Capital Inc.

$1.87 Billion
Q1 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 304,049 shares of SAMT stock, worth $8.99 Million. This represents 0.47% of its overall portfolio holdings.

Number of Shares

304,049

Holding current value

$8.99 Million

% of portfolio

0.47%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 06, 2025	BUY	$28.43 - $33.08 $8.64 Million - $10.1 Million	304,049 New	304,049 $8.88 Million

Others Institutions Holding SAMT

# of Institutions

Shares Held

3.86M

Call Options Held

Put Options Held

Beaumont Financial Partners, LLC

797K
Shares

$23.6 Million
1.65% of portfolio
Envestnet Asset Management Inc

444K
Shares

$13.1 Million
0.0% of portfolio
Beaumont Financial Advisors, LLC Needham, DE

390K
Shares

$11.5 Million
1.0% of portfolio
Baird Financial Group, Inc. Milwaukee, WI

348K
Shares

$10.3 Million
0.02% of portfolio
Triangle Securities Wealth Management

274K
Shares

$8.11 Million
2.14% of portfolio

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About ADVISORS INN.CIRCLE FD III STR

Ticker SAMT

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Trilogy Capital Inc. Advisors Inn.Circle Fd Iii Str Transaction History