Number of Shares
5,384
Previous 5,308 1.43%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 25, 2024

BUY
N/A
76 Added 1.43%
5,384 $0
Q2 2024

Jul 24, 2024

BUY
N/A
19 Added 0.36%
5,308 $0
Q1 2024

Apr 24, 2024

BUY
N/A
75 Added 1.44%
5,289 $0
Q4 2023

Jan 24, 2024

BUY
N/A
155 Added 3.06%
5,214 $0
Q3 2023

Nov 02, 2023

SELL
N/A
-24 Reduced 0.47%
5,059 $0
Q2 2023

Jul 18, 2023

BUY
N/A
46 Added 0.91%
5,083 $0
Q1 2023

May 15, 2023

BUY
N/A
5,037 New
5,037 $0
Track This Portfolio

Track Avitas Wealth Management LLC Portfolio

Follow Avitas Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

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