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| Name: |
Trevian Wealth Management LLC |
| City: |
Weston |
| State: |
MA |
| Zip: |
02493 |
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data |
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Filing Period: |
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| Holdings
Found :
4 |
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Unchanged Positions |
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Page 1 of 1 |
Menu
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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 |
|
TOST |
Toast, Inc. |
12 |
- |
$23.61 |
$1,448,000 |
58,090 |
0.99% |
387,000 |
0 |
0.014 |
N/A |
|
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VRSN |
Verisign Inc |
22 |
- |
$169.58 |
$366,000 |
1,931 |
0.25% |
-32,000 |
0 |
0.002 |
Internet Software & S... |
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VV |
Vanguard Large Cap VIPERS |
25 |
- |
$239.79 |
$285,000 |
1,190 |
0.19% |
25,000 |
0 |
0.001 |
Closed - End Fund - E... |
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VUG |
Vanguard Growth VIPERS |
27 |
- |
$350.97 |
$260,000 |
754 |
0.18% |
26,000 |
0 |
0 |
Closed - End Fund - E... |
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