Avitas Wealth Management LLC Ishares Russell 1000 Gr ETF Transaction History

Avitas Wealth Management LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 24, 2024	SELL	$256.94 - $304.21 $55,242 - $65,405	-215 Reduced 6.61%	3,039 $921,000
Q3 2023 Nov 02, 2023	SELL	$263.8 - $285.38 $1.22 Million - $1.32 Million	-4,625 Reduced 58.7%	3,254 $865,000
Q2 2023 Jul 18, 2023	SELL	$239.31 - $275.18 $25,127 - $28,893	-105 Reduced 1.32%	7,879 $2.17 Million
Q1 2023 May 15, 2023	SELL	$209.92 - $244.33 $26,869 - $31,274	-128 Reduced 1.58%	7,984 $1.95 Million
Q4 2022 Jan 10, 2023	BUY	$207.03 - $232.89 $1.68 Million - $1.89 Million	8,112 New	8,112 $0

2,168

206M

396K

84.5K

Get notified when there are updates to the investment portfolio of Avitas Wealth Management LLC, based on Form 13F filings with the SEC.

Stay updated on Avitas Wealth Management LLC with notifications on news.