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 |
|---|---|---|---|---|---|---|---|---|---|
| GENERAL MTRS CO | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -773 | -1.05 | 12-31-2023 |
| LOCKHEED MARTIN CORP | COM | 102 | $2,388,068 | 5,250 | 0.00 | 0.00 | 42 | 0.81 | 03-31-2024 |
| ELEVANCE HEALTH INC | COM | 103 | $2,386,321 | 4,602 | 0.00 | 0.00 | 71 | 1.57 | 03-31-2024 |
| PROCTER AND GAMBLE CO | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -75 | -0.46 | 12-31-2023 |
