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 |
|---|---|---|---|---|---|---|---|---|---|
| ON HLDG AG | NAMEN AKT A | 251 | $812,289 | 22,959 | 0.00 | 0.00 | 16 | 0.07 | 03-31-2024 |
| DEXCOM INC | COM | 252 | $790,313 | 5,698 | 0.00 | 0.00 | -63 | -1.09 | 03-31-2024 |
| INTUIT | COM | 253 | $787,800 | 1,212 | 0.00 | 0.00 | -4 | -0.33 | 03-31-2024 |
| ULTA BEAUTY INC | COM | 254 | $701,705 | 1,342 | 0.00 | 0.00 | -11 | -0.81 | 03-31-2024 |
