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 |
|---|---|---|---|---|---|---|---|---|---|
| CVS HEALTH CORP | COM | 51 | $3,753,825 | 47,064 | 0.00 | 0.00 | 396 | 0.85 | 03-31-2024 |
| THERMO FISHER SCIENTIFIC INC | COM | 52 | $3,695,914 | 6,359 | 0.00 | 0.00 | 1,309 | 25.92 | 03-31-2024 |
| PROLOGIS INC. | COM | 53 | $3,649,025 | 28,022 | 0.00 | 0.00 | 422 | 1.53 | 03-31-2024 |
| INTERCONTINENTAL EXCHANGE IN | COM | 54 | $3,635,986 | 26,457 | 0.00 | 0.00 | 165 | 0.63 | 03-31-2024 |
