Trevian Wealth Management LLC

Q1 2024 13F Holdings

Location
Weston, MA
Holdings as of
3/31/2024
Value ($000)
$146,688
Num holdings
29
Date filed
4/26/2024
Form type
13F-HR
Prev filing
1/18/2024
Next filing
7/15/2024
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type