Avitas Wealth Management LLC

SEC CIK: 0001734565
Latest filing: Jan 27, 2025

SEC filings (opens in a new tab)

AEE holding history

Ameren Corp in every 13F filed by Avitas Wealth Management LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AEE overview All 13F holders of AEE Full Q4 2024 holdings

Shares (Q2 2024): 0; Sold out in Q2 2024
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q3 2023

Holdings of AEE by Avitas Wealth Management LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2024	0	$0	0.0%	−11,487−100.0%	Sold out	Holders
Q1 2024	11,487	$849.6K	0.1%	+168+1.5%	Added	Holders
Q4 2023	11,319	$818.8K	0.1%	+360+3.3%	Added	Holders
Q3 2023	10,959	$820.1K	0.2%	+10,959	New	Holders