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 |
|---|---|---|---|---|---|---|---|---|---|
| AMERICAN ELEC PWR CO INC | COM | 201 | $1,239,582 | 14,397 | 0.00 | 0.00 | 189 | 1.33 | 03-31-2024 |
| HALLIBURTON CO | COM | 202 | $1,222,296 | 31,007 | 0.00 | 0.00 | 61 | 0.20 | 03-31-2024 |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | Liquidated | $0 | 0 | 0.00 | 0.00 | 2,404 | 20.59 | 12-31-2023 |
| ISHARES TR | ISHARES SEMICDTR | 204 | $1,210,253 | 5,357 | 0.00 | 0.00 | 3,550 | 196.46 | 03-31-2024 |
