Trellis Wealth Advisors LLC
Q1 2024 13F Holdings
Location
San Luis Obispo, CA
Holdings as of
3/31/2024
Value ($000)
$176,975
Num holdings
25
Date filed
4/22/2024
Form type
13F-HR
Prev filing
1/19/2024
Next filing
SEC
View on sec.gov
Compare Q1 2024 to
2023 Q4
2023 Q3
2023 Q2
2023 Q1
2022 Q4
Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type