SEC 13F Intelligence

Avitas Wealth Management LLC / DWD

Avitas Wealth Management LLC’s Morgan Stanley Position

Does Avitas Wealth Management LLC own Morgan Stanley (DWD)? Yes — 79.2K shares worth $10M (+1.38% of its 13F portfolio) as of Q4 2024, up from 78.7K shares the prior filed quarter.

Position Value
$10M
Q4 2024
Shares
79.2K
% of Portfolio
+1.38%
Quarters Held
25
currently held

Position History DWD

Reported value by quarter
Q4 ’18: $3MQ4 ’18Q1 ’19: $3MQ2 ’19: $3MQ3 ’19: $3MQ4 ’19: $4MQ4 ’19Q1 ’20: $2MQ2 ’20: $2MQ3 ’20: $2MQ4 ’20: $4MQ4 ’20Q1 ’21: $5MQ2 ’21: $6MQ3 ’21: $7MQ4 ’21: $7MQ4 ’21Q1 ’22: $6MQ2 ’22: $6MQ3 ’22: $6MQ4 ’22: $6MQ4 ’22Q1 ’23: $6MQ2 ’23: $6MQ3 ’23: $6MQ4 ’23: $7MQ4 ’23Q1 ’24: $7MQ2 ’24: $8MQ3 ’24: $8MQ4 ’24: $10MQ4 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q4 202479.2K$10M+1.38%
Q3 202478.7K$8M+1.15%
Q2 202477.6K$8M+1.10%
Q1 202477.3K$7M+1.11%
Q4 202376.2K$7M+1.19%
Q3 202373.5K$6M+1.14%
Q2 202373.7K$6M+1.14%
Q1 202373.0K$6M+1.25%
Q4 202273.5K$6M+1.32%
Q3 202273.7K$6M+1.33%
Q2 202272.9K$6M+1.21%
Q1 202266.6K$6M+1.05%
Q4 202169.1K$7M+1.14%
Q3 202167.7K$7M+1.20%
Q2 202167.9K$6M+1.11%
Q1 202166.2K$5M+1.01%
Q4 202061.6K$4M+0.86%
Q3 202043.2K$2M+0.58%
Q2 202043.5K$2M+0.70%
Q1 202044.8K$2M+0.69%
Q4 201981.1K$4M+1.06%
Q3 201980.7K$3M+0.95%
Q2 201979.4K$3M+0.97%
Q1 201965.4K$3M+0.80%
Q4 201864.8K$3M+0.84%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Avitas Wealth Management LLC’s full portfolio or all institutional holders of DWD.