Atlas Private Wealth Advisors Closed Holding Positions

Atlas Private Wealth Advisors

  • $731 Million
  • Q2 2025
Stock Closed Quarter Shares Sold Price Range Trade History
EFA
Ishares Tr Msci Eafe ETF

ETFs
Q4 2021 Filed on Apr 21, 2022
479
$76.4 - $81.83 $36.6K - $39.2K
EEM
Ishares Msci Emerging Markets

ETFs
Q4 2021 Filed on Apr 21, 2022
2,151
$47.44 - $52.5 $102K - $113K
HYGH
Ishares U S ETF Tr Int Rate He

ETFs
Q4 2021 Filed on Apr 21, 2022
300
$86.46 - $88.22 $25.9K - $26.5K
EMB
Ishares Tr

ETFs
Q4 2021 Filed on Apr 21, 2022
41
$106.57 - $110.92 $4.37K - $4.55K
IMCV
Ishares Morningstar Mid Cap Va

ETFs
Q4 2021 Filed on Apr 21, 2022
420
$63.47 - $68.54 $26.7K - $28.8K
IYLD
Ishares Tr Ishares Morningstar

ETFs
Q4 2021 Filed on Apr 21, 2022
4
$23.68 - $24.27 $94.7 - $97.1
IVE
Ishares S&P 500 Value ETF

ETFs
Q4 2021 Filed on Apr 21, 2022
35
$145.8 - $156.8 $5.1K - $5.49K
HYXU
Ishares Global Ex Usd High Yie

ETFs
Q4 2021 Filed on Apr 21, 2022
80
$51.85 - $55.57 $4.15K - $4.45K
ICF
Ishares Tr

ETFs
Q4 2021 Filed on Apr 21, 2022
250
$65.59 - $76.08 $16.4K - $19K
ITOT
Ishares Core S&P Total U.S. St

ETFs
Q4 2021 Filed on Apr 21, 2022
138
$98.24 - $107.61 $13.6K - $14.9K
AOK
Ishares Tr Core Conservative A

ETFs
Q4 2021 Filed on Apr 21, 2022
177
$39.36 - $40.4 $6.97K - $7.15K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
Q4 2021 Filed on Apr 21, 2022
375
$50.4 - $51.06 $18.9K - $19.1K
IEMG
Ishares Inc

ETFs
Q4 2021 Filed on Apr 21, 2022
608
$57.97 - $64.38 $35.2K - $39.1K
HEFA
Ishares Currency Hedged Msci E

ETFs
Q4 2021 Filed on Apr 21, 2022
2,150
$33.99 - $36.33 $73.1K - $78.1K
TIP
Ishares Tr Tips Bd ETF

ETFs
Q4 2021 Filed on Apr 21, 2022
321
$127.7 - $130.86 $41K - $42K
ACWV
Ishares Msci Global Min Vol Fa

ETFs
Q4 2021 Filed on Apr 21, 2022
555
$102.29 - $108.28 $56.8K - $60.1K
SLV
I Shares Silver Trust

ETFs
Q4 2021 Filed on Apr 21, 2022
1,781
$20.3 - $23.42 $36.2K - $41.7K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
Q4 2021 Filed on Apr 21, 2022
1,892
$74.33 - $77.96 $141K - $148K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
Q4 2021 Filed on Apr 21, 2022
330
$130.52 - $143.62 $43.1K - $47.4K
IGV
Ishares Expanded Tech Software

ETFs
Q4 2021 Filed on Apr 21, 2022
15
$384.52 - $446.52 $5.77K - $6.7K
IJK
Ishares S&P Midcap 400 Growth

ETFs
Q4 2021 Filed on Apr 21, 2022
200
$79.13 - $87.9 $15.8K - $17.6K
EWC
Ishares Msci Canada ETF

ETFs
Q4 2021 Filed on Apr 21, 2022
688
$36.27 - $40.0 $25K - $27.5K
EBND
Spdr Bloomberg Emerging Market

ETFs
Q4 2021 Filed on Apr 21, 2022
0
$24.17 - $25.36 $0 - $0
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
Q4 2021 Filed on Apr 21, 2022
496
$20.26 - $20.68 $10K - $10.3K
LRCX
Lam Research Corp

Technology
Q4 2021 Filed on Apr 21, 2022
39
$544.41 - $726.75 $21.2K - $28.3K
FIVE
Five Below, Inc

Consumer Cyclical
Q4 2021 Filed on Apr 21, 2022
23
$166.95 - $218.76 $3.84K - $5.03K
FLR
Fluor Corp

Industrials
Q4 2021 Filed on Apr 21, 2022
25
$15.9 - $24.77 $398 - $619
FCX
Freeport Mcmoran Inc

Basic Materials
Q4 2021 Filed on Apr 21, 2022
321
$31.71 - $41.99 $10.2K - $13.5K
SPOT
Spotify Technology S.A.

Communication Services
Q4 2021 Filed on Apr 21, 2022
4
$221.91 - $300.95 $888 - $1.2K
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
Q4 2021 Filed on Apr 21, 2022
0
$31.08 - $31.92 $0 - $0
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
Q4 2021 Filed on Apr 21, 2022
74
$51.25 - $51.8 $3.79K - $3.83K
GIII
G Iii Apparel Group LTD

Consumer Cyclical
Q4 2021 Filed on Apr 21, 2022
200
$25.57 - $33.13 $5.11K - $6.63K
GDV
Gabelli Dividend & Income Trust

Financial Services
Q4 2021 Filed on Apr 21, 2022
494
$25.5 - $27.57 $12.6K - $13.6K
DVYE
Ishares Emerging Markets Divid

ETFs
Q4 2021 Filed on Apr 21, 2022
892
$36.8 - $40.11 $32.8K - $35.8K
GTX
Garrett Motion Inc.

Consumer Cyclical
Q4 2021 Filed on Apr 21, 2022
8
$6.72 - $8.1 $53.8 - $64.8
GD
General Dynamics Corp

Industrials
Q4 2021 Filed on Apr 21, 2022
27
$188.97 - $209.52 $5.1K - $5.66K
ES
Eversource Energy

Utilities
Q4 2021 Filed on Apr 21, 2022
54
$81.84 - $91.14 $4.42K - $4.92K
SHOP
Shopify Inc.

Technology
Q4 2021 Filed on Apr 21, 2022
25
$128.22 - $169.06 $3.21K - $4.23K
HYLS
First Tr Tactical High Yield L

ETFs
Q4 2021 Filed on Apr 21, 2022
1,805
$47.04 - $48.28 $84.9K - $87.1K
TMUS
T Mobile Us, Inc.

Communication Services
Q4 2021 Filed on Apr 21, 2022
38
$106.72 - $126.76 $4.06K - $4.82K
EOG
Eog Resources Inc

Energy
Q4 2021 Filed on Apr 21, 2022
15
$83.58 - $97.11 $1.25K - $1.46K
WTRG
Essential Utilities, Inc.

Utilities
Q4 2021 Filed on Apr 21, 2022
106
$46.24 - $53.69 $4.9K - $5.69K
LEVI
Levi Strauss & CO

Consumer Cyclical
Q4 2021 Filed on Apr 21, 2022
200
$23.04 - $28.28 $4.61K - $5.66K
UPWK
Upwork, Inc

Industrials
Q4 2021 Filed on Apr 21, 2022
25
$31.73 - $60.02 $793 - $1.5K
PFFR
Etfis Ser Tr I Infracap Reit P

ETFs
Q4 2021 Filed on Apr 21, 2022
100
$23.15 - $24.45 $2.32K - $2.45K
NFLT
Etfis Ser Tr I Virtus Newfleet

ETFs
Q4 2021 Filed on Apr 21, 2022
665
$24.96 - $25.37 $16.6K - $16.9K
MJ
ETF Managers Tr Etfmg Alternat

ETFs
Q4 2021 Filed on Apr 21, 2022
265
$11.05 - $15.38 $2.93K - $4.08K
EXAS
Exact Sciences Corp

Healthcare
Q4 2021 Filed on Apr 21, 2022
400
$72.5 - $100.68 $29K - $40.3K
EXC
Exelon Corp

Utilities
Q4 2021 Filed on Apr 21, 2022
372
$33.93 - $41.2 $12.6K - $15.3K
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