Trevian Wealth Management LLC

Q4 2022 13F Holdings

Location
Weston, MA
Holdings as of
12/31/2022
Value ($000)
$91,462
Num holdings
34
Date filed
1/30/2023
Form type
13F-HR
Prev filing
10/24/2022
Next filing
4/14/2023
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type