Triangle Securities Wealth Management SAMT Holdings History
Triangle Securities Wealth Management's Strategas Macro Thematic Opportunities ETF Holding Summary
As of 2025-03-31, Triangle Securities Wealth Management held 274,361.00 shares of Strategas Macro Thematic Opportunities ETF(SAMT), totaling $8.01 Mil. This investment constitutes 2.06% of their stock portfolio, and Triangle Securities Wealth Management now holds 8.02% of the outstanding Strategas Macro Thematic Opportunities ETF(SAMT) stock.
The initial trade took place in 2022Q3. And since then Triangle Securities Wealth Management has made 7 purchases of SAMT, at an average price of $23.29, for a total of 285,277.00 shares. In addition, there have been 3 sales at an average price of $29.70 for 10,916.00 shares. Based on historical transaction data and SAMT's current price of $32.68, Triangle Securities Wealth Management's estimated gain on his SAMT holdings is $2.65 Mil, reflecting a 39.81% gain to date.
Triangle Securities Wealth Management SAMT ($32.68) Holding Chart
Triangle Securities Wealth Management SAMT ($32.68) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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