Trevian Wealth Management LLC

Q3 2023 13F Holdings

Location
Weston, MA
Holdings as of
9/30/2023
Value ($000)
$108,936
Num holdings
30
Date filed
10/30/2023
Form type
13F-HR
Prev filing
7/19/2023
Next filing
1/18/2024
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type