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 |
|---|---|---|---|---|---|---|---|---|---|
| BLACKROCK INC | COM | 151 | $1,803,293 | 2,163 | 0.00 | 0.00 | 745 | 52.54 | 03-31-2024 |
| INTEL CORP | COM | 152 | $1,783,231 | 40,372 | 0.00 | 40,372 | +Inf | 03-31-2024 | |
| PFIZER INC | COM | Liquidated | $1,780,218 | 64,152 | 0.00 | 0.00 | 64,152 | +Inf | 03-31-2024 |
| PUBLIC STORAGE | COM | 154 | $1,762,985 | 6,078 | 0.00 | 0.00 | 124 | 2.08 | 03-31-2024 |
