Wells Fargo & Company Advisors Inn.Circle Fd Iii Str Transaction History

Wells Fargo & Company

$410 Billion
Q1 2024

A detailed history of Wells Fargo & Company transactions in Advisors Inn.Circle Fd Iii Str stock. As of the latest transaction made, Wells Fargo & Company holds 767 shares of SAMT stock, worth $20,072. This represents 0.0% of its overall portfolio holdings.

Number of Shares

767

Holding current value

$20,072

% of portfolio

0.0%

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 10, 2024	BUY	$22.73 - $25.52 $17,433 - $19,573	767 New	767 $19,000
Q1 2023 May 12, 2023	BUY	$21.34 - $23.4 $3,030 - $3,322	142 New	142 $3,000

Others Institutions Holding SAMT

# of Institutions

Shares Held

3.06M

Call Options Held

Put Options Held

Beaumont Financial Partners, LLC

797K
Shares

$20.9 Million
1.65% of portfolio
Beaumont Financial Advisors, LLC Needham, DE

411K
Shares

$10.7 Million
0.99% of portfolio
Envestnet Asset Management Inc

335K
Shares

$8.77 Million
0.0% of portfolio
Baird Financial Group, Inc. Milwaukee, WI

323K
Shares

$8.47 Million
0.02% of portfolio
Triangle Securities Wealth Management

282K
Shares

$7.38 Million
2.06% of portfolio

View Full List

About ADVISORS INN.CIRCLE FD III STR

Ticker SAMT

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