Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: Avitas Wealth Management LLC
  City: LOS ANGELES
  State: CA
  Zip: 90067
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $658,203,000
  Total Value Change : $60,280,000
  Securities Held Change : 7
   
All Securities Held : 204
  New Positions : 11
  Closed Positions : 5
  Increased Positions : 84
  Unchanged Positions : 0
  Decreased Positions : 109

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
 Download  
 
    Free Registration Required For Full Results

   
Holdings Found : 5     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
     Menu
Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (HUM)1 Year Chart         HUM Humana Inc 209 Closed $335.59 $0 0 0% -378,000 -826 0    Health Care Plans
   (SNOW)1 Year Chart         SNOW Snowflake Inc. 208 Closed $157.15 $0 0 0% -248,000 -1,245 0    N/A
   (U)1 Year Chart         U Unity Software Inc. 207 Closed $21.69 $0 0 0% -204,000 -4,994 0    N/A
   (ALNY)1 Year Chart         ALNY Alnylam Pharmaceuticals Inc 206 Closed $150.47 $0 0 0% -204,000 -1,065 0    Biotechnology
   (IWF)1 Year Chart         IWF iShares Russell 1000 Growth 205 Closed $336.67 $0 0 0% -921,000 -3,039 0    Closed - End Fund - E...

      5 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results