Trellis Wealth Advisors LLC
Q2 2023 13F Holdings
Location
San Luis Obispo, CA
Holdings as of
6/30/2023
Value ($000)
$150,425
Num holdings
31
Date filed
8/10/2023
Form type
13F-HR
Prev filing
8/10/2023
Next filing
10/23/2023
SEC
View on sec.gov
Compare Q2 2023 to
2024 Q2
2024 Q1
2023 Q4
2023 Q3
2023 Q1
2022 Q4
Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type