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

Trivant Custom Portfolio Group, LLC

  • $182 Billion
  • Q2 2025
Number of Shares
449,123
Previous 448,237 0.2%
Holding current value
$4.3 Billion
Previous $4.26 Billion 0.94%
% of portfolio
2.36%
Previous 2.45%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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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