Avitas Wealth Management LLC Global X Fds Fintech ETF (De) Transaction History

Avitas Wealth Management LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2022 Apr 28, 2022	SELL	$27.36 - $40.22 $165,363 - $243,089	-6,044 Closed	0 $0
Q4 2021 Jan 26, 2022	SELL	$40.03 - $52.83 $5,564 - $7,343	-139 Reduced 2.25%	6,044 $242,000
Q3 2021 Oct 28, 2021	SELL	$45.19 - $52.21 $3,705 - $4,281	-82 Reduced 1.31%	6,183 $297,000
Q2 2021 Jul 12, 2021	BUY	$41.18 - $48.86 $2,676 - $3,175	65 Added 1.05%	6,265 $299,000
Q1 2021 May 13, 2021	SELL	$43.18 - $52.53 $55,572 - $67,606	-1,287 Reduced 17.19%	6,200 $274,000

Q4 2020 Feb 26, 2021	BUY	$36.34 - $46.99 $272,077 - $351,814	7,487 New	7,487 $350,000

119

3.14M

10K

Get notified when there are updates to the investment portfolio of Avitas Wealth Management LLC, based on Form 13F filings with the SEC.

Stay updated on Avitas Wealth Management LLC with notifications on news.