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Name: |
Trellis Wealth Advisors LLC |
City: |
San Luis Obispo |
State: |
CA |
Zip: |
93401 |
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data |
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Holdings
Found :
5 |
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Unchanged Positions |
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Ticker |
Company Name |
Position Rank |
New/Closed Postion |
Last Close |
Value |
Shares Held |
% of Portfolio |
Value Change |
Change In Shares Held |
% of Company |
Industry |
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AVSD |
Avantis Responsible Interna... |
13 |
- |
$0.00 |
$1,508,000 |
26,486 |
0.85% |
81,000 |
0 |
0.294 |
N/A |
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SCHX |
Schwab Strategic Trust |
17 |
- |
$62.30 |
$706,000 |
11,376 |
0.4% |
64,000 |
0 |
0 |
Closed - End Fund - Debt |
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AVSE |
Avantis Responsible Emergin... |
19 |
- |
$0.00 |
$444,000 |
9,050 |
0.25% |
10,000 |
0 |
0.101 |
N/A |
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SCHA |
Schwab Strategic Trust |
20 |
- |
$48.14 |
$429,000 |
8,708 |
0.24% |
18,000 |
0 |
0.001 |
Closed - End Fund - Debt |
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POLA |
Polar Power, Inc. |
25 |
- |
$0.44 |
$10,000 |
17,393 |
0.01% |
3,000 |
0 |
0.171 |
N/A |
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