Trellis Wealth Advisors LLC

Q3 2023 13F Holdings

Location
San Luis Obispo, CA
Holdings as of
9/30/2023
Value ($000)
$158,936
Num holdings
35
Date filed
10/23/2023
Form type
13F-HR
Prev filing
8/10/2023
Next filing
1/19/2024
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type