Avitas Wealth Management LLC
- SEC CIK
- 0001734565
- Latest filing
- Jan 27, 2025
CI holding history
Cigna Group 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.
CI overviewAll 13F holders of CIFull Q4 2024 holdings
- Shares (Q4 2024)
- 16,556
- Value
- $4.57M
- % of portfolio
- 0.6%
- Quarters held
- 12
- Since Q1 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2024 | 16,556 | $4.57M | 0.6% | +1,978+13.6% | Added | Holders |
| Q3 2024 | 14,578 | $5.05M | 0.7% | +116+0.8% | Added | Holders |
| Q2 2024 | 14,462 | $4.78M | 0.7% | −38−0.3% | Reduced | Holders |
| Q1 2024 | 14,500 | $5.27M | 0.8% | +15+0.1% | Added | Holders |
| Q4 2023 | 14,485 | $4.34M | 0.7% | +266+1.9% | Added | Holders |
| Q3 2023 | 14,219 | $4.07M | 0.8% | −2,948−17.2% | Reduced | Holders |
| Q2 2023 | 17,167 | $4.82M | 0.9% | +3,166+22.6% | Added | Holders |
| Q1 2023 | 14,001 | $3.58M | 0.7% | −140−1.0% | Reduced | Holders |
| Q4 2022 | 14,141 | $4.69M | 1.0% | −123−0.9% | Reduced | Holders |
| Q3 2022 | 14,264 | $3.96M | 0.9% | +106+0.7% | Added | Holders |
| Q2 2022 | 14,158 | $3.73M | 0.8% | +218+1.6% | Added | Holders |
| Q1 2022 | 13,940 | $3.34M | 0.6% | +13,940 | New | Holders |