Trivant Custom Portfolio Group, LLC REGAN TOTAL RETURN INCOME INSTITUTIONAL Transaction History

Trivant Custom Portfolio Group, LLC

  • $195 Billion
  • Q3 2025
Number of Shares
448,570
Previous 449,123 0.12%
Holding current value
$4.32 Billion
Previous $4.3 Billion 0.61%
% of portfolio
2.22%
Previous 2.36%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 05, 2025
SELL
N/A
-553 Reduced 0.12%
448,570 $4.32 Billion
Q2 2025

Aug 12, 2025
BUY
N/A
886 Added 0.2%
449,123 $4.3 Billion
Q1 2025

Apr 21, 2025
BUY
N/A
448,237 New
448,237 $4.26 Billion
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