Trellis Wealth Advisors LLC Purchases and Sells in Q1 2024

Trellis Wealth Advisors LLC

  • $177 Billion
  • Q1 2024

Top Buys

Incresed Positions

12 operations
Stock Shares change Price Range Shares Held Trade History
28.3K
+ 3.13%
$28.62 - $31.95 $811K - $905K
932K $29.8B
22.6K
+ 1.61%
$23.42 - $25.45 $530K - $576K
1.43M $36.3B
165
+ 0.07%
$79.93 - $89.5 $13.2K - $14.8K
231K $20.7B
194
+ 0.07%
$58.3 - $63.83 $11.3K - $12.4K
260K $16.6B
7.06K
+ 8.47%
$71.76 - $73.66 $507K - $520K
90.4K $6.57B
168
+ 0.29%
N/A
57.5K $1.98B
View all

New Holdings

1 operations
Stock Shares change Price Range Shares Held Trade History
526
New
$359.29 - $420.52 $189K - $221K
526 $221M

Top Sells

Reduced Positions

7 operations
Stock Shares change Price Range Shares Held Trade History
-13.7K
- 85.5%
$367.75 - $429.37 $5.03M - $5.87M
2.32K $975M
-859
- 60.49%
$467.28 - $523.17 $401K - $449K
561 $293M
-564
- 12.12%
$169.0 - $195.18 $95.3K - $110K
4.09K $701M
-1.32K
- 2.53%
$76.87 - $77.64 $101K - $102K
50.8K $3.93B
-123
- 6.31%
$147.42 - $162.61 $18.1K - $20K
1.83K $296M
-1.32K
- 0.81%
$55.74 - $60.35 $73.7K - $79.8K
162K $9.75B
View all
Activity Summary
Buys All Purchases 13 New Holdings 1 Increased Positions 12 Sells All Sells 7 Reductions 7 Sold out 0 Options Calls 0 Puts 0
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