Avitas Wealth Management LLC New Holdings in Q3 2024

Avitas Wealth Management LLC

  • $701 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
ZG
Zillow Group, Inc.

Communication Services
25.2K
New
$40.35 - $65.79 $1.02M - $1.66M
25.2K $1.56M
BR
Broadridge Financial Solutions, Inc.

Technology
5.25K
New
$196.56 - $218.55 $1.03M - $1.15M
5.25K $1.13M
IOT
Samsara Inc.

Technology
5.08K
New
$34.85 - $49.75 $177K - $253K
5.08K $244K
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
1.82K
New
$97.96 - $124.99 $179K - $228K
1.82K $227K
KBE
Spdr S&P Bank ETF

ETFs
4.28K
New
$45.47 - $54.71 $195K - $234K
4.28K $226K
MBLY
Mobileye Global Inc.
10K
New
$10.57 - $27.89 $106K - $279K
10K $137K
Activity Summary
Buys All Purchases 97 New Holdings 6 Increased Positions 91 Sells All Sells 100 Reductions 100 Sold out 0 Options Calls 0 Puts 0
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