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 | No change | 436,948 | 4,159 | 2.21% | 2.21% | 1 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Transce3nd, LLC | History | Reduced | 22,937 | 214 | 0.21% | 2.65% | 2 | -8,752 | -27.62% | Q3 2026 | Oct 26, 2026 |