Trivant Custom Portfolio Group, LLC's ownership history for UBS


Trivant Custom Portfolio Group, LLC currently holds 64.5K shares with a market value of $2.6M. It started holding UBS on 2024-09-30. At its peak, it held 64.5K shares on 2025-06-30. Its highest holding value was $2.6M on 2025-09-30. At its lowest, it held 32.1K shares on 2024-12-31, with a value of $972.1K on 2024-12-31. In the recent 180 days, Trivant Custom Portfolio Group, LLC has increased its shares by 314. In the recent year, Trivant Custom Portfolio Group, LLC has increased its shares by 31.5K.


Trivant Custom Portfolio Group, LLC's ownership history for UBS