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 |
|---|---|---|---|---|---|---|---|---|---|
| ROCKET LAB USA INC | COM | 301 | $500,495 | 121,775 | 0.00 | 0.00 | 443 | 0.37 | 03-31-2024 |
| SSGA ACTIVE ETF TR | BLACKSTONE SENR | 302 | $500,057 | 11,875 | 0.00 | 0.00 | 620 | 5.51 | 03-31-2024 |
| BUILDERS FIRSTSOURCE INC | COM | 303 | $499,477 | 2,395 | 0.00 | 0.00 | -21 | -0.87 | 03-31-2024 |
| ISHARES TR | US BR DEL SE ETF | 304 | $488,866 | 4,214 | 0.00 | 0.00 | -63 | -1.47 | 03-31-2024 |
