Atlas Private Wealth Advisors Closed Holding Positions

Atlas Private Wealth Advisors

  • $680 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
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
NLY
Annaly Capital Management Inc

Real Estate
Q4 2021 Filed on Apr 21, 2022
4,575
$7.79 - $8.73 $35.6K - $39.9K
EWC
Ishares Msci Canada ETF

ETFs
Q4 2021 Filed on Apr 21, 2022
688
$36.27 - $40.0 $25K - $27.5K
EEM
Ishares Msci Emerging Markets

ETFs
Q4 2021 Filed on Apr 21, 2022
2,151
$47.44 - $52.5 $102K - $113K
AMAT
Applied Materials Inc

Technology
Q4 2021 Filed on Apr 21, 2022
252
$125.2 - $162.72 $31.6K - $41K
APTV
Aptiv PLC

Consumer Cyclical
Q4 2021 Filed on Apr 21, 2022
32
$152.7 - $178.12 $4.89K - $5.7K
AINC
Ashford Inc.

Financial Services
Q4 2021 Filed on Apr 21, 2022
6
$14.45 - $24.37 $86.7 - $146
AOM
Ishares Tr Core Moderate Alloc

ETFs
Q4 2021 Filed on Apr 21, 2022
2,316
$44.53 - $46.0 $103K - $107K
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
ACWV
Ishares Msci Global Min Vol Fa

ETFs
Q4 2021 Filed on Apr 21, 2022
555
$102.29 - $108.28 $56.8K - $60.1K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
Q4 2021 Filed on Apr 21, 2022
1,892
$74.33 - $77.96 $141K - $148K
IGV
Ishares Expanded Tech Software

ETFs
Q4 2021 Filed on Apr 21, 2022
15
$384.52 - $446.52 $5.77K - $6.7K
HYXU
Ishares Global Ex Usd High Yie

ETFs
Q4 2021 Filed on Apr 21, 2022
80
$51.85 - $55.57 $4.15K - $4.45K
ARCC
Ares Capital Corp

Financial Services
Q4 2021 Filed on Apr 21, 2022
823
$19.66 - $21.7 $16.2K - $17.9K
EFA
Ishares Tr Msci Eafe ETF

ETFs
Q4 2021 Filed on Apr 21, 2022
479
$76.4 - $81.83 $36.6K - $39.2K
ADI
Analog Devices Inc

Technology
Q4 2021 Filed on Apr 21, 2022
236
$164.02 - $188.8 $38.7K - $44.6K
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
AEP
American Electric Power CO Inc

Utilities
Q4 2021 Filed on Apr 21, 2022
90
$80.28 - $88.97 $7.23K - $8.01K
ABC
Amerisourcebergen Corp

Healthcare
Q4 2021 Filed on Apr 21, 2022
61
$114.08 - $133.77 $6.96K - $8.16K
TIP
Ishares Tr Tips Bd ETF

ETFs
Q4 2021 Filed on Apr 21, 2022
321
$127.7 - $130.86 $41K - $42K
SLV
I Shares Silver Trust

ETFs
Q4 2021 Filed on Apr 21, 2022
1,781
$20.3 - $23.42 $36.2K - $41.7K
IYW
Ishares Dj Us Tech ETF

ETFs
Q4 2021 Filed on Apr 21, 2022
320
$100.11 - $117.09 $32K - $37.5K
RTL
Necessity Retail Reit, Inc.

Real Estate
Q4 2021 Filed on Apr 21, 2022
9,443
$25.82 - $27.06 $244K - $256K
IDU
Ishares Tr U S Utils ETF

ETFs
Q4 2021 Filed on Apr 21, 2022
613
$79.02 - $88.43 $48.4K - $54.2K
IYH
Ishares Tr

ETFs
Q4 2021 Filed on Apr 21, 2022
10
$271.82 - $301.88 $2.72K - $3.02K
AMP
Ameriprise Financial Inc

Financial Services
Q4 2021 Filed on Apr 21, 2022
19
$264.89 - $310.24 $5.03K - $5.89K
AIG
American International Group, Inc.

Financial Services
Q4 2021 Filed on Apr 21, 2022
127
$51.72 - $61.08 $6.57K - $7.76K
IJK
Ishares S&P Midcap 400 Growth

ETFs
Q4 2021 Filed on Apr 21, 2022
200
$79.13 - $87.9 $15.8K - $17.6K
IWY
Ishares Tr Russell 200 Growth

ETFs
Q4 2021 Filed on Apr 21, 2022
250
$150.99 - $175.61 $37.7K - $43.9K
IWD
Ishares Russell 1000 Val ETF

ETFs
Q4 2021 Filed on Apr 21, 2022
135
$157.12 - $168.08 $21.2K - $22.7K
IWV
Ishares Russell 3000 ETF

ETFs
Q4 2021 Filed on Apr 21, 2022
198
$254.66 - $279.11 $50.4K - $55.3K
IWS
Ishares Russell Midcap Value E

ETFs
Q4 2021 Filed on Apr 21, 2022
30
$114.04 - $122.75 $3.42K - $3.68K
AEO
American Eagle Outfitters Inc

Consumer Cyclical
Q4 2021 Filed on Apr 21, 2022
650
$22.12 - $28.79 $14.4K - $18.7K
IVE
Ishares S&P 500 Value ETF

ETFs
Q4 2021 Filed on Apr 21, 2022
35
$145.8 - $156.8 $5.1K - $5.49K
BSCM
Invesco Et Self Idxd Fd Tr Bul

ETFs
Q4 2021 Filed on Apr 21, 2022
8,897
$21.37 - $21.54 $190K - $192K
Call 8 Original Bark CO
Q3 2021 Filed on Oct 26, 2021
5
N/A
SCHW
Schwab Charles Corp

Financial Services
Q3 2021 Filed on Oct 26, 2021
44
$66.68 - $77.38 $2.93K - $3.4K
Call 8 Skillz Inc Cl A
Q3 2021 Filed on Oct 26, 2021
5
N/A
ISRG
Intuitive Surgical Inc

Healthcare
Q3 2021 Filed on Oct 26, 2021
2
$309.15 - $360.85 $618 - $722
CIK
Credit Suisse Asset Management Income Fund Inc

Financial Services
Q3 2021 Filed on Oct 26, 2021
1,850
$3.38 - $3.54 $6.25K - $6.55K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
Q3 2021 Filed on Oct 26, 2021
78
$72.22 - $79.08 $5.63K - $6.17K
Call 7 Amazon Com Inc
Q3 2021 Filed on Oct 26, 2021
7
N/A
Call 9 Philip Morris Int
Q3 2021 Filed on Oct 26, 2021
1
N/A
MCK
Mckesson Corp

Healthcare
Q3 2021 Filed on Oct 26, 2021
13
$188.42 - $208.66 $2.45K - $2.71K
Track This Portfolio

Track Atlas Private Wealth Advisors Portfolio

Follow Atlas Private Wealth Advisors and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Atlas Private Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Atlas Private Wealth Advisors with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email