Avitas Wealth Management LLC

Q1 2023 vs. Q3 2024 13F Holdings

Period
Q1 2023
Q3 2024
Holdings as of
3/31/2023
9/30/2024
Value ($000)
$510,788
$711,462
Num holdings
198
197
Form type
13F-HR
13F-HR
Date filed
5/15/2023
10/25/2024
Shares or Principal Value ($000)
Sym Issuer Name Cl CUSIP Option Type Q1 2023 Q3 2024 Diff Chg % Q1 2023 Q3 2024 Diff Chg %