Trellis Wealth Advisors LLC Closed Holding Positions

Trellis Wealth Advisors LLC

  • $200 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
BZUN
Baozun Inc.

Consumer Cyclical
Q1 2023 Filed on Aug 10, 2023
12,539
$5.03 - $8.34 $63.1K - $105K
DFSD
Dimensional ETF Tr Short Durat

ETFs
Q1 2023 Filed on Aug 10, 2023
5,745
$46.1 - $46.75 $265K - $269K
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