Atlas Private Wealth Advisors Closed Holding Positions

Atlas Private Wealth Advisors

  • $680 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
Q4 2021 Filed on Apr 21, 2022
484
$75.85 - $83.73 $36.7K - $40.5K
HYLN
Hyliion Holdings Corp.

Consumer Cyclical
Q4 2021 Filed on Apr 21, 2022
250
$5.82 - $9.07 $1.46K - $2.27K
GSSC
Goldman Sachs ETF Tr Activebet

ETFs
Q4 2021 Filed on Apr 21, 2022
6
$63.46 - $70.38 $381 - $422
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
Q4 2021 Filed on Apr 21, 2022
192
$85.66 - $95.62 $16.4K - $18.4K
GIGB
Goldman Sachs ETF Access Invt
Q4 2021 Filed on Apr 21, 2022
3
N/A
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
Q4 2021 Filed on Apr 21, 2022
26
$33.67 - $35.96 $875 - $935
BOX
Box Inc

Technology
Q4 2021 Filed on Apr 21, 2022
144
$23.41 - $27.71 $3.37K - $3.99K
AIVL
Wisdomtree U.S. Ai Enhanced Va

ETFs
Q4 2021 Filed on Apr 21, 2022
184
$93.29 - $101.13 $17.2K - $18.6K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
Q4 2021 Filed on Apr 21, 2022
171
$37.77 - $40.6 $6.46K - $6.94K
PPG
Ppg Industries Inc

Basic Materials
Q4 2021 Filed on Apr 21, 2022
32
$144.01 - $172.44 $4.61K - $5.52K
BOND
Pimco Active Bond Exchange Tra

ETFs
Q4 2021 Filed on Apr 21, 2022
280
$108.95 - $110.71 $30.5K - $31K
Phenixfin Corp
Q4 2021 Filed on Apr 21, 2022
546
N/A
PAAS
Pan American Silver Corp

Basic Materials
Q4 2021 Filed on Apr 21, 2022
201
$22.09 - $27.79 $4.44K - $5.59K
LUMN
Lumen Technologies, Inc.

Communication Services
Q4 2021 Filed on Apr 21, 2022
869
$11.79 - $14.27 $10.2K - $12.4K
LEN
Lennar Corp

Consumer Cyclical
Q4 2021 Filed on Apr 21, 2022
101
$91.85 - $116.91 $9.28K - $11.8K
LSF
Laird Superfood, Inc.

Consumer Defensive
Q4 2021 Filed on Apr 21, 2022
225
$11.35 - $19.77 $2.55K - $4.45K
SIEB
Siebert Financial Corp

Financial Services
Q4 2021 Filed on Apr 21, 2022
1,500
$2.06 - $3.46 $3.09K - $5.19K
Sos LTD
Q4 2021 Filed on Apr 21, 2022
1,450
N/A
NCV
Virtus Allianz Gi Convertible & Income Fund

Financial Services
Q4 2021 Filed on Apr 21, 2022
375
$5.56 - $6.39 $2.09K - $2.4K
NCZ
Virtus Allianz Gi Convertible & Income Fund Ii

Financial Services
Q4 2021 Filed on Apr 21, 2022
2,000
$4.87 - $5.49 $9.74K - $11K
VERU
Veru Inc.

Healthcare
Q4 2021 Filed on Apr 21, 2022
24
$5.89 - $9.73 $141 - $234
SMOG
Vaneck ETF Tr Low Carbon Energ

ETFs
Q4 2021 Filed on Apr 21, 2022
75
$145.64 - $179.45 $10.9K - $13.5K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
Q4 2021 Filed on Apr 21, 2022
707
$29.33 - $34.9 $20.7K - $24.7K
TNL
Travel & Leisure Co.

Consumer Cyclical
Q4 2021 Filed on Apr 21, 2022
11
$47.15 - $59.42 $519 - $654
SRCL
Stericycle Inc

Industrials
Q4 2021 Filed on Apr 21, 2022
166
$56.45 - $69.95 $9.37K - $11.6K
SPIB
Spdr Portfolio Intermediate Te

ETFs
Q4 2021 Filed on Apr 21, 2022
0
$35.97 - $36.6 $0 - $0
KBH
Kb Home

Consumer Cyclical
Q4 2021 Filed on Apr 21, 2022
750
$38.37 - $45.13 $28.8K - $33.8K
MCHI
Ishares Msci China ETF

ETFs
Q4 2021 Filed on Apr 21, 2022
209
$60.7 - $72.72 $12.7K - $15.2K
ICLN
Ishares

ETFs
Q4 2021 Filed on Apr 21, 2022
355
$20.44 - $25.79 $7.26K - $9.16K
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
Q4 2021 Filed on Apr 21, 2022
466
$52.06 - $57.22 $24.3K - $26.7K
FNCL
Fidelity Covington Tr Msci Fin

ETFs
Q4 2021 Filed on Apr 21, 2022
46
$53.73 - $58.47 $2.47K - $2.69K
D
Dominion Energy, Inc

Utilities
Q4 2021 Filed on Apr 21, 2022
204
$70.85 - $78.57 $14.5K - $16K
DNLI
Denali Therapeutics Inc.

Healthcare
Q4 2021 Filed on Apr 21, 2022
15
$42.59 - $55.02 $639 - $825
BX
Blackstone Inc.

Financial Services
Q4 2021 Filed on Apr 21, 2022
57
$110.95 - $148.88 $6.32K - $8.49K
BIIB
Biogen Inc.

Healthcare
Q4 2021 Filed on Apr 21, 2022
301
$223.92 - $287.77 $67.4K - $86.6K
ARKQ
Ark Autonomous Technology & Ro

ETFs
Q4 2021 Filed on Apr 21, 2022
296
$73.83 - $89.84 $21.9K - $26.6K
ABR
Arbor Realty Trust Inc

Real Estate
Q4 2021 Filed on Apr 21, 2022
1,200
$16.7 - $20.73 $20K - $24.9K
FNV
Franco Nevada Corp

Basic Materials
Q4 2021 Filed on Apr 21, 2022
100
$127.49 - $149.43 $12.7K - $14.9K
GNRC
Generac Holdings Inc.

Industrials
Q4 2021 Filed on Apr 21, 2022
12
$341.3 - $505.8 $4.1K - $6.07K
BUG
Global X Fds Cybersecurity ETF

ETFs
Q4 2021 Filed on Apr 21, 2022
200
$29.84 - $34.89 $5.97K - $6.98K
IQV
Iqvia Holdings Inc.

Healthcare
Q4 2021 Filed on Apr 21, 2022
52
$238.37 - $282.61 $12.4K - $14.7K
PDP
Invesco Exchange Traded Fd Tr

ETFs
Q4 2021 Filed on Apr 21, 2022
95
$87.79 - $100.94 $8.34K - $9.59K
IFF
International Flavors & Fragrances Inc

Basic Materials
Q4 2021 Filed on Apr 21, 2022
63
$135.47 - $153.12 $8.53K - $9.65K
HOLX
Hologic Inc

Healthcare
Q4 2021 Filed on Apr 21, 2022
400
$68.97 - $77.92 $27.6K - $31.2K
HTRB
Hartford Fds Total Return Bd E

ETFs
Q4 2021 Filed on Apr 21, 2022
1,628
$39.69 - $41.02 $64.6K - $66.8K
HMOP
Hartford Fds Exchange Traded T

ETFs
Q4 2021 Filed on Apr 21, 2022
200
$41.56 - $41.94 $8.31K - $8.39K
RNRG
Glbl X Funds Glbl X Yldco & Re

ETFs
Q4 2021 Filed on Apr 21, 2022
3,108
$15.33 - $17.1 $47.6K - $53.1K
AIQ
Global X Funds Global X Artifi

ETFs
Q4 2021 Filed on Apr 21, 2022
1,101
$29.61 - $33.42 $32.6K - $36.8K
AMKR
Amkor Technology, Inc.

Technology
Q4 2021 Filed on Apr 21, 2022
75
$21.56 - $25.66 $1.62K - $1.92K
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