IFP Advisors’s Silvercrest Asset Management SAMG Stock Holding History

IFP Advisors’s Portfolio SAMG Stock Details SAMG Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$237	Buy
2025 Q2	–	Hold
2024 Q3	–	Sell
2024 Q2	$26	Sell
2024 Q1	$18.6K	Buy
2023 Q4	$19.6K	Buy
2023 Q3	$6.72K	Buy