Trellis Advisors LLC acquired a new position in The Walt Disney Company (NYSE:DIS – Free Report) during the first quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm acquired 2,276 shares of the entertainment giant’s stock, valued at approximately $228,000. A number of other institutional investors […]
Trellis Advisors LLC boosted its holdings in Starbucks Co. (NASDAQ:SBUX – Free Report) by 0.3% during the 1st quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 30,842 shares of the coffee company’s stock after buying an additional 104 shares during the quarter. Starbucks makes up 1.5% […]
Trellis Advisors LLC purchased a new stake in shares of Walmart Inc. (NYSE:WMT – Free Report) in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm purchased 1,379 shares of the retailer’s stock, valued at approximately $203,000. Several other institutional investors have also recently added […]
Trellis Advisors LLC boosted its stake in Visa Inc. (NYSE:V – Free Report) by 3.6% during the 1st quarter, according to the company in its most recent disclosure with the SEC. The firm owned 2,617 shares of the credit-card processor’s stock after acquiring an additional 90 shares during the period. Trellis Advisors LLC’s holdings in […]
Trellis Advisors LLC increased its position in shares of Vanguard Total Bond Market ETF (NASDAQ:BND – Free Report) by 2.6% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 230,053 shares of the company’s stock after purchasing an additional 5,917 shares […]