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 |
|---|---|---|---|---|---|---|---|---|---|
| NVIDIA CORPORATION | COM | 101 | $371,746 | 2,544 | 0.00 | 0.41 | -2,002 | -44.04 | 12-31-2022 |
| MONDELEZ INTL INC | CL A | 102 | $365,176 | 5,479 | 0.00 | 0.23 | 9 | 0.16 | 12-31-2022 |
| DIAGEO PLC | SPON ADR NEW | 103 | $346,381 | 1,944 | 0.00 | 0.25 | 9 | 0.47 | 12-31-2022 |
| GENERAL MLS INC | COM | 104 | $343,208 | 4,093 | 0.00 | 0.24 | 5 | 0.12 | 12-31-2022 |
