Avitas Wealth Management LLC

SEC CIK: 0001734565
Latest filing: Jan 27, 2025

SEC filings (opens in a new tab)

WFC holding history

Wells Fargo & Company 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.

WFC overview All 13F holders of WFC Full Q4 2024 holdings

Shares (Q4 2024): 46,138
Value: $3.24M
% of portfolio: 0.4%
Quarters held: 4; Since Q1 2024

Holdings of WFC by Avitas Wealth Management LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q4 2024	46,138	$3.24M	0.4%	+300+0.7%	Added	Holders
Q3 2024	45,838	$2.59M	0.4%	+596+1.3%	Added	Holders
Q2 2024	45,242	$2.69M	0.4%	+65+0.1%	Added	Holders
Q1 2024	45,177	$2.62M	0.4%	+45,177	New	Holders