Trevian Wealth Management LLC

Q2 2023 13F Holdings

Location
Weston, MA
Holdings as of
6/30/2023
Value ($000)
$12,537
Num holdings
13
Date filed
7/19/2023
Form type
13F-HR
Prev filing
4/14/2023
Next filing
10/30/2023
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type