Avitas Wealth Management LLC

SEC CIK: 0001734565
Latest filing: Jan 27, 2025

SEC filings (opens in a new tab)

PSA holding history

Public Storage 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.

PSA overview All 13F holders of PSA 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 PSA by Avitas Wealth Management LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2024	0	$0	0.0%	−6,078−100.0%	Sold out	Holders
Q1 2024	6,078	$1.76M	0.3%	+124+2.1%	Added	Holders
Q4 2023	5,954	$1.82M	0.3%	+2,180+57.8%	Added	Holders
Q3 2023	3,774	$994.5K	0.2%	+3,774	New	Holders