Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| TRIVANT CUSTOM PORTFOLIO GROUP LLC | 04-17-2024 | 03-31-2024 | 183 | 157,136,763 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| BROADCOM INC | COMMON STOCK | Liquidated | $0 | 0 | 0.00 | 0.00 | 26 | 8.47 | 03-31-2024 |
| TESLA INC | COMMON STOCK | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ISHARES 20 PLS YEAR TREASURY BND ETF | TLT | 103 | $298,527 | 3,155 | 0.00 | 3,155 | +Inf | 03-31-2024 | |
| SPDR GOLD SHARES ETF | UIT EXCHANGE TRADED | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
