SIS
TRLV

Strategic Investment Solutions’s Trulieve Cannabis Corp TRLV Stock Holding History

Strategic Investment Solutions’s Portfolio TRLV Stock Details TRLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-75
Closed -$391 – 707
2024
Q4 		$391 Buy
75
+50
+200% +$261 ﹤0.01% 600
2024
Q3 		$305 Buy
+25
New +$305 ﹤0.01% 592
2023
Q4 		$521 Buy
+100
New +$521 ﹤0.01% 1046
2023
Q3 		– Sell
-25
Closed -$102 – 720
2023
Q2 		$102 Sell
25
-75
-75% -$306 ﹤0.01% 846
2023
Q1 		$559 Buy
+100
New +$559 ﹤0.01% 950

Other funds holding TRLV

ADMI
Albert D. Mason Inc Boston, Massachusetts $154M AUM 25.1% 1-Year Est. Return
VWWMG
Vermillion & White Wealth Management Group Phoenixville, Pennsylvania $174M AUM 15.31% 1-Year Est. Return
WIM
Westside Investment Management Santa Monica, California $653M AUM 28.36% 1-Year Est. Return
HC
Hurley Capital New York $187M AUM 23.24% 1-Year Est. Return
OP
ORG Partners Roanoke, Indiana $568M AUM 24.16% 1-Year Est. Return
CWM
Crowley Wealth Management Wilmington, Delaware $126M AUM 23.04% 1-Year Est. Return