Trevian Wealth Management LLC

Q1 2023 13F Holdings

Location
Weston, MA
Holdings as of
3/31/2023
Value ($000)
$106,916
Num holdings
33
Date filed
4/14/2023
Form type
13F-HR
Prev filing
1/30/2023
Next filing
7/19/2023
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type