Trivant Custom Portfolio Group, LLC Barclays Bank PLC Transaction History

Trivant Custom Portfolio Group, LLC

$173 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 19, 2023	BUY	$30.41 - $33.69 $212,870 - $235,829	7,000 New	7,000 $221 Million

Others Institutions Holding DJP

# of Institutions

134

Shares Held

9.11M

Call Options Held

21.9K

Put Options Held

1.9K

Blb&B Advisors, LLC

1.84M
Shares

$59.5 Million
3.06% of portfolio
Osborne Partners Capital Management, LLC

752K
Shares

$24.3 Million
1.39% of portfolio
Wealth Enhancement Advisory Services, LLC

599K
Shares

$19.4 Million
0.04% of portfolio
Dimension Capital Management LLC Coral Gables, FL

501K
Shares

$16.2 Million
3.06% of portfolio
Badgley Phelps Wealth Managers, LLC

455K
Shares

$14.7 Million
0.35% of portfolio

About BARCLAYS BANK PLC

Ticker DJP
Exchange NYSE
Sector ETFs
Industry ETFs

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