Trellis Wealth Advisors LLC Purchases and Sells in Q3 2024

Trellis Wealth Advisors LLC

$200 Billion
Q3 2024

Top Buys

Incresed Positions

16 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DFAX	52.8K + 3.6%	$24.29 - $27.25 $1.28M - $1.44M	1.52M $41.1B
DFAC	34.8K + 3.6%	$31.05 - $34.29 $1.08M - $1.19M	1M $34.3B
BND	22.2K + 23.73%	$71.45 - $75.64 $1.59M - $1.68M	116K $8.71B
BSV	14.5K + 10.32%	$76.38 - $78.87 $1.11M - $1.14M	155K $12.2B
AVDE	2.77K + 1.1%	$60.09 - $67.67 $167K - $188K	255K $17.1B
AVUS	2.12K + 0.95%	$86.27 - $95.15 $183K - $201K	224K $21.3B

New Holdings

1 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BNDX	26.1K New	$48.42 - $50.35 $1.27M - $1.32M	26.1K $1.31B

Top Sells

Reduced Positions

4 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VANGUARD WELLINGTON FD	-275 - 7.03%	N/A	3.64K $369M
GOSS	-5K - 33.33%	$0.79 - $1.25 $3.95K - $6.25K	10K $9.86M
VXUS	-10.6K - 6.77%	$58.03 - $65.37 $617K - $695K	146K $9.47B
VTI	-3.44K - 3.44%	$255.18 - $283.2 $878K - $974K	96.6K $27.4B

Activity Summary All Purchases 17 New Holdings 1 Increased Positions 16 All Sells 4 Reductions 4 Sold out 0 Calls 0 Puts 0

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