Trevian Wealth Management LLC

Q4 2023 13F Holdings

Location
Weston, MA
Holdings as of
12/31/2023
Value ($000)
$128,485
Num holdings
30
Date filed
1/18/2024
Form type
13F-HR
Prev filing
10/30/2023
Next filing
4/26/2024
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type