Trellis Wealth Advisors LLC RBB FUND TRUST Transaction History

Trellis Wealth Advisors LLC

  • $230 Billion
  • Q2 2025
Number of Shares
167,622
Previous 191,933 12.67%
Holding current value
$8.53 Billion
Previous $9.08 Billion 6.08%
% of portfolio
3.71%
Previous 4.41%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 21, 2025
SELL
N/A
-24,311 Reduced 12.67%
167,622 $8.53 Billion
Q1 2025

Apr 23, 2025
BUY
N/A
191,933 New
191,933 $9.08 Billion
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