Trellis Wealth Advisors LLC

Q4 2023 13F Holdings

Location
San Luis Obispo, CA
Holdings as of
12/31/2023
Value ($000)
$184,142
Num holdings
35
Date filed
1/19/2024
Form type
13F-HR
Prev filing
10/23/2023
Next filing
4/22/2024
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type