Avitas Wealth Management LLC quarter change: Foreign Stocks, Reduced
In share positions in stocks (depositary receipts and foreign shares traded over the counter), from the quarter ended 2024-09-30 to 2024-12-31, Avitas Wealth Management LLC opened 1 positions, added to 0, reduced 2, sold out of 1 and left 0 unchanged. The largest increase in value was TSM (+$319,471); the largest decrease was RIO (-$1,882,874).
- TSM: Country of operation —; Class SPONSORED ADS; Shares 2024-09-30 13,843; Shares 2024-12-31 13,791.
- NVO: Country of operation —; Class ADR; Shares 2024-09-30 4,563; Shares 2024-12-31 4,533.
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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