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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Transce3nd, LLC | History | Reduced | 34,776 | 333 | 2.69% | 3.48% | 1 | -6,975 | -16.71% | Q4 2025 | Feb 06, 2026 |
| Trivant Custom Portfolio Group, LLC | History | Closed out | 0 | 0 | — | 2.22% | — | -448,570 | -100.0% | Q3 2025 | Nov 05, 2025 |