TWM
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Trevian Wealth Management’s Strategy Inc Common Stock Class A MSTR Stock Holding History

Trevian Wealth Management’s Portfolio MSTR Stock Details MSTR Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-500
Closed -$316K – 31
2023
Q4 		$316K Buy
+500
New +$316K 0.25% 23