Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| AEVITAS WEALTH MANAGEMENT INC | 01-24-2023 | 12-31-2022 | 114 | 169,002,997 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | 1 3 YR TREAS BD | 1 | $19,233,703 | 236,956 | 0.01 | 236,956 | +Inf | 12-31-2022 | |
| MICROSOFT CORP | COM | 2 | $8,655,243 | 36,091 | 0.01 | 6.31 | 22 | 0.06 | 12-31-2022 |
| APPLE INC | COM | 3 | $7,685,012 | 59,147 | 0.00 | 6.51 | -3,528 | -5.63 | 12-31-2022 |
| PIMCO ETF TR | ENHNCD LW DUR AC | 4 | $6,299,886 | 66,835 | 0.00 | 2.48 | 32,041 | 92.09 | 12-31-2022 |
