Trevian Wealth Management LLC

Q2 2024 13F Holdings

Location
Weston, MA
Holdings as of
6/30/2024
Value ($000)
$20,075
Num holdings
13
Date filed
7/15/2024
Form type
13F-HR
Prev filing
4/26/2024
Next filing
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type