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Avitas Wealth Management LLC

SEC CIK
0001734565
Latest filing
Jan 27, 2025

ALLY holding history

Ally Financial Inc. 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.

ALLY overviewAll 13F holders of ALLYFull Q4 2024 holdings

Shares (Q3 2022)
0
Sold out in Q3 2022
Value
$0
% of portfolio
0.0%
Quarters held
6
Since Q1 2021
Holdings of ALLY by Avitas Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20220$00.0%−58,133−100.0%Sold outHolders
Q2 202258,133$1.95M0.4%+12,707+28.0%AddedHolders
Q1 202245,426$1.98M0.4%−50,777−52.8%ReducedHolders
Q4 202196,203$4.58M0.8%+1,825+1.9%AddedHolders
Q3 202194,378$4.82M0.9%−193−0.2%ReducedHolders
Q2 202194,571$4.71M0.8%+2,281+2.5%AddedHolders
Q1 202192,290$4.17M0.8%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.