Trellis Wealth Advisors LLC

Q4 2024 13F Holdings

Location
San Luis Obispo, CA
Holdings as of
12/31/2024
Value ($000)
$198,862
Num holdings
33
Date filed
2/3/2025
Form type
13F-HR
Prev filing
10/21/2024
Next filing
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type