Trellis Wealth Advisors LLC's ownership history for DFSE

Trellis Wealth Advisors LLC currently holds 15.7K shares with a market value of $643.8K. It started holding DFSE on 2024-09-30. At its peak, it held 17.1K shares on 2024-09-30. Its highest holding value was $643.8K on 2025-09-30. At its lowest, it held 15.7K shares on 2025-09-30, with a value of $534.2K on 2024-12-31. In the recent 180 days, Trellis Wealth Advisors LLC has decreased its shares by 510. In the recent year, Trellis Wealth Advisors LLC has decreased its shares by 1.4K.