Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| AVITAS WEALTH MANAGEMENT LLC | 04-24-2024 | 03-31-2024 | 204 | 658,205,782 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| MICROSOFT CORP | COM | 1 | $37,093,620 | 88,167 | 0.01 | 0.01 | 3,703 | 4.38 | 03-31-2024 |
| APPLE INC | COM | 2 | $33,041,227 | 192,683 | 0.01 | 0.01 | -3,190 | -1.63 | 03-31-2024 |
| NVIDIA CORPORATION | COM | 3 | $29,959,339 | 33,157 | 0.00 | 0.00 | -4,829 | -12.71 | 03-31-2024 |
| ALPHABET INC | CAP STK CL A | 4 | $22,687,043 | 150,315 | 0.00 | 0.00 | 17,769 | 13.41 | 03-31-2024 |
