Trivant Custom Portfolio Group, LLC SCHWAB PRIME ADVANTAGE MONEY INVESTOR Transaction History

Trivant Custom Portfolio Group, LLC

  • $195 Billion
  • Q3 2025
Number of Shares
4,590,987
Previous 4,096,178 12.08%
Holding current value
$4.59 Billion
Previous $4.1 Billion 12.08%
% of portfolio
2.36%
Previous 2.25%

Shares

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

Nov 05, 2025
BUY
N/A
494,809 Added 12.08%
4,590,987 $4.59 Billion
Q2 2025

Aug 12, 2025
BUY
N/A
4,096,178 New
4,096,178 $4.1 Billion
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