Avitas Wealth Management’s Ares Management ARES Stock Holding History

Avitas Wealth Management’s Portfolio ARES Stock Details ARES Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$394K	Sell
2024 Q3	$357K	Sell
2024 Q2	$328K	Sell
2024 Q1	$347K	Sell
2023 Q4	$313K	Sell
2023 Q3	$272K	Sell
2023 Q2	$263K	Sell
2023 Q1	$231K	Buy