Avitas Wealth Management LLC
- SEC CIK
- 0001734565
- Latest filing
- Jan 27, 2025
SLB holding history
SLB Limited 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.
SLB overviewAll 13F holders of SLBFull Q4 2024 holdings
- Shares (Q4 2024)
- 86,285
- Value
- $3.31M
- % of portfolio
- 0.5%
- Quarters held
- 10
- Since Q3 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2024 | 86,285 | $3.31M | 0.5% | +410+0.5% | Added | Holders |
| Q3 2024 | 85,875 | $3.60M | 0.5% | +810+1.0% | Added | Holders |
| Q2 2024 | 85,065 | $4.01M | 0.6% | −16,054−15.9% | Reduced | Holders |
| Q1 2024 | 101,119 | $5.54M | 0.8% | +1,100+1.1% | Added | Holders |
| Q4 2023 | 100,019 | $5.20M | 0.9% | +21,474+27.3% | Added | Holders |
| Q3 2023 | 78,545 | $4.58M | 0.9% | −285−0.4% | Reduced | Holders |
| Q2 2023 | 78,830 | $3.87M | 0.7% | +723+0.9% | Added | Holders |
| Q1 2023 | 78,107 | $3.84M | 0.8% | −620−0.8% | Reduced | Holders |
| Q4 2022 | 78,727 | $4.21M | 0.9% | −499−0.6% | Reduced | Holders |
| Q3 2022 | 79,226 | $2.84M | 0.7% | +79,226 | New | Holders |