Avitas Wealth Management LLC
- SEC CIK
- 0001734565
- Latest filing
- Jan 27, 2025
TRI holding history
Thomson Reuters 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.
TRI overviewAll 13F holders of TRIFull Q4 2024 holdings
- Shares (Q4 2024)
- 21,283
- Value
- $3.41M
- % of portfolio
- 0.5%
- Quarters held
- 13
- Since Q4 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2024 | 21,283 | $3.41M | 0.5% | +146+0.7% | Added | Holders |
| Q3 2024 | 21,137 | $3.61M | 0.5% | +326+1.6% | Added | Holders |
| Q2 2024 | 20,811 | $3.51M | 0.5% | +79+0.4% | Added | Holders |
| Q1 2024 | 20,732 | $3.23M | 0.5% | +283+1.4% | Added | Holders |
| Q4 2023 | 20,449 | $2.99M | 0.5% | +691+3.5% | Added | Holders |
| Q3 2023 | 19,758 | $2.42M | 0.5% | −21−0.1% | Reduced | Holders |
| Q2 2023 | 19,779 | $2.67M | 0.5% | +202+1.0% | Added | Holders |
| Q1 2023 | 19,577 | $2.55M | 0.5% | −89−0.5% | Reduced | Holders |
| Q4 2022 | 19,666 | $2.24M | 0.5% | −59−0.3% | Reduced | Holders |
| Q3 2022 | 19,725 | $2.02M | 0.5% | +242+1.2% | Added | Holders |
| Q2 2022 | 19,483 | $2.03M | 0.4% | −4,792−19.7% | Reduced | Holders |
| Q1 2022 | 24,275 | $2.64M | 0.5% | +5,234+27.5% | Added | Holders |
| Q4 2021 | 19,041 | $2.28M | 0.4% | +19,041 | New | Holders |