Number of Shares
541
Previous 1,207 55.18%
Holding current value
$27.2 Million
Previous $60.4 Million 55.07%
% of portfolio
0.02%
Previous 0.04%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 04, 2024

SELL
N/A
-666 Reduced 55.18%
541 $27.2 Million
Q2 2024

Jul 17, 2024

BUY
N/A
705 Added 140.44%
1,207 $60.4 Million
Q1 2024

Apr 17, 2024

BUY
N/A
322 Added 178.89%
502 $25.2 Million
Q4 2023

Jan 25, 2024

BUY
N/A
6 Added 3.45%
180 $9 Million
Q3 2023

Nov 02, 2023

BUY
N/A
174 New
174 $8.73 Million
Track This Portfolio

Track Trivant Custom Portfolio Group, LLC Portfolio

Follow Trivant Custom Portfolio Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Trivant Custom Portfolio Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Trivant Custom Portfolio Group, LLC with notifications on news.