Trellis Advisors, LLC

SEC CIK: 0001722638
Latest filing: Jan 16, 2024

SEC filings (opens in a new tab)

DIA holding history

SPDR Dow Jones Industrial Average ETF Trust in every 13F filed by Trellis Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

DIA overview All 13F holders of DIA Full Q4 2023 holdings

Shares (Q4 2021): 0; Sold out in Q4 2021
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q1 2021

Holdings of DIA by Trellis Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q4 2021	0	$0	0.0%	−733−100.0%	Sold out	Holders
Q3 2021	733	$248.0K	0.1%	00.0%	Unchanged	Holders
Q2 2021	733	$253.0K	0.1%	00.0%	Unchanged	Holders
Q1 2021	733	$242.0K	0.1%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.