Trellis Wealth Advisors LLC Purchases and Sells in Q4 2024

Trellis Wealth Advisors LLC

$199 Billion
Q4 2024

Top Buys

Incresed Positions

14 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BSV	14.8K + 9.58%	$77.02 - $78.58 $1.14M - $1.17M	170K $13.1B
DFAC	14.8K + 1.48%	$33.92 - $36.6 $503K - $543K	1.02M $35.1B
AVUS	2.1K + 0.94%	$94.36 - $102.06 $198K - $214K	226K $21.9B
BND	10.3K + 8.92%	$71.75 - $75.11 $743K - $777K	126K $9.09B
VOO	115 + 10.32%	$521.84 - $558.82 $60K - $64.3K	1.23K $662M
VCSH	1.62K + 2.31%	$77.86 - $79.27 $126K - $128K	71.6K $5.59B

New Holdings

5 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VYM	3.12K New	$126.68 - $134.74 $395K - $420K	3.12K $398M
PLTR	5.19K New	$36.46 - $82.38 $189K - $427K	5.19K $392M
AVUV	3.06K New	$94.37 - $106.41 $289K - $326K	3.06K $296M
BLND	13.6K New	$3.31 - $5.35 $44.9K - $72.5K	13.6K $57.1M
AZUL	19.4K New	$1.59 - $3.45 $30.9K - $67.1K	19.4K $32.5M

Top Sells

Reduced Positions

8 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DFSI	-3.15K - 5.94%	N/A	49.9K $1.64B
AVSD	-276 - 1.04%	$55.57 - $59.89 $15.3K - $16.5K	26.2K $1.46B
DFSU	-4.65K - 7.67%	N/A	56K $2.12B
DFSE	-943 - 5.53%	N/A	16.1K $534M
AVSE	-90 - 0.99%	$50.47 - $56.52 $4.54K - $5.09K	8.96K $452M
VT	-58 - 0.56%	$117.09 - $123.07 $6.79K - $7.14K	10.2K $1.2B

Activity Summary All Purchases 19 New Holdings 5 Increased Positions 14 All Sells 8 Reductions 8 Sold out 0 Calls 0 Puts 0

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