Wr Wealth Planners, LLC Silvercrest Asset Management Group Inc. Transaction History
Wr Wealth Planners, LLC
- $347 Million
- Q3 2024
Shares
3 transactions
Others Institutions Holding SAMG
# of Institutions
81Shares Held
6.33MCall Options Held
500Put Options Held
0-
Long Path Partners LP Stamford, CT941KShares$17.1 Million6.95% of portfolio
-
Black Rock Inc. New York, NY708KShares$12.9 Million0.0% of portfolio
-
Royce & Associates LP586KShares$10.7 Million0.1% of portfolio
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Vanguard Group Inc Valley Forge, PA518KShares$9.43 Million0.0% of portfolio
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Punch & Associates Investment Management, Inc. Edina, MN454KShares$8.26 Million0.47% of portfolio
About Silvercrest Asset Management Group Inc.
- Ticker SAMG
- Exchange NASDAQ
- Sector Financial Services
- Industry Asset Management
- Shares Outstandng 9,911,460
- Market Cap $181M
- Description
- Silvercrest Asset Management Group Inc., a wealth management firm, provides financial advisory and related family office services in the United States. The company serves ultra-high net worth individuals and families, as well as their trusts; endowments; foundations; and other institutional investors. It also manages funds of funds and other inv...