Trilogy Capital Inc. Advisors Inn.Circle Fd Iii Str Transaction History
Trilogy Capital Inc.
- $2.04 Billion
- Q2 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 436,642 shares of SAMT stock, worth $15.4 Million. This represents 0.74% of its overall portfolio holdings.
Number of Shares
436,642
Previous 304,049
43.61%
Holding current value
$15.4 Million
Previous $8.88 Million
69.39%
% of portfolio
0.74%
Previous 0.47%
Shares
2 transactions
Others Institutions Holding SAMT
# of Institutions
39Shares Held
5.43MCall Options Held
0Put Options Held
0-
Beaumont Financial Advisors, LLC Needham, DE1.32MShares$46.7 Million3.97% of portfolio
-
Beaumont Financial Partners, LLC797KShares$28.2 Million1.65% of portfolio
-
Envestnet Asset Management Inc496KShares$17.6 Million0.01% of portfolio
-
Baird Financial Group, Inc. Milwaukee, WI325KShares$11.5 Million0.02% of portfolio
-
Triangle Securities Wealth Management277KShares$9.8 Million2.51% of portfolio