Avitas Wealth Management LLC quarter change: USA ETF, Added
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2024-09-30 to 2024-12-31, Avitas Wealth Management LLC opened 2 positions, added to 10, reduced 20, sold out of 2 and left 0 unchanged. The largest increase in value was XLV (+$6,875,312); the largest decrease was TLT (-$795,916).
- XLV: Country of operation —; Class SBI HEALTHCARE; Shares 2024-09-30 15,222; Shares 2024-12-31 67,019.
- TLT: Country of operation —; Class 20 YR TR BD ETF; Shares 2024-09-30 87,021; Shares 2024-12-31 88,639.
- HYG: Country of operation —; Class IBOXX HI YD ETF; Shares 2024-09-30 99,855; Shares 2024-12-31 109,968.
- IVE: Country of operation —; Class S&P 500 VAL ETF; Shares 2024-09-30 64,912; Shares 2024-12-31 65,309.
Two Form 13F-HR filings compared (SEC CIK 1734565): 2024-09-30 (filed 2024-10-25) and 2024-12-31 (filed 2025-01-27). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
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