Trevian Wealth Management LLC Enterprise Bancorp Inc Transaction History

Trevian Wealth Management LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Jan 30, 2023	BUY	$29.37 - $36.4 $205,971 - $255,273	7,013 Added 63.88%	17,991 $635,000
Q3 2022 Oct 24, 2022	BUY	$29.9 - $36.28 $46,165 - $56,016	1,544 Added 16.37%	10,978 $328,000
Q2 2022 Jul 25, 2022	BUY	$29.99 - $39.52 $118,400 - $156,024	3,948 Added 71.97%	9,434 $303,000
Q1 2022 May 03, 2022	BUY	$38.33 - $44.92 $996 - $1,167	26 Added 0.48%	5,486 $220,000
Q4 2021 Jan 31, 2022	BUY	$35.23 - $46.04 $192,355 - $251,378	5,460 New	5,460 $245,000

4.18M

Ticker EBTC
Exchange NASDAQ
Sector Financial Services
Industry Banks—Regional
Shares Outstandng 12,127,500
Market Cap $454M
Description
Enterprise Bancorp, Inc. operates as the holding company of Enterprise Bank and Trust Company that provides commercial banking products and services. It offers commercial and retail deposit products, including checking accounts, limited-transactional savings and money market accounts, commercial sweep products, and term certificates of deposit. ...

Get notified when there are updates to the investment portfolio of Trevian Wealth Management LLC, based on Form 13F filings with the SEC.

Stay updated on Trevian Wealth Management LLC with notifications on news.