Advisor Managed Portfolios - RCIRX
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Trivant Custom Portfolio Group, LLC | History | Reduced | 436,948 | 4,159 | 2.21% | 2.28% | 1 | -251 | -0.06% | Q2 2026 | Jul 27, 2026 |
| Transce3nd, LLC | History | Reduced | 31,689 | 300 | 2.65% | 2.85% | 2 | -2,098 | -6.21% | Q2 2026 | Jul 24, 2026 |