Atlas Private Wealth Advisors Closed Holding Positions

Atlas Private Wealth Advisors

  • $691 Million
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
PBW
Invesco Exchange Traded Fd Tr

ETFs
Q4 2021 Filed on Apr 21, 2022
100
$68.87 - $95.56 $6.89K - $9.56K
NOK
Nokia Corp

Technology
Q4 2021 Filed on Apr 21, 2022
650
$5.46 - $6.34 $3.55K - $4.12K
ABC
Amerisourcebergen Corp

Healthcare
Q4 2021 Filed on Apr 21, 2022
61
$114.08 - $133.77 $6.96K - $8.16K
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
ICF
Ishares Tr

ETFs
Q4 2021 Filed on Apr 21, 2022
250
$65.59 - $76.08 $16.4K - $19K
RTL
Necessity Retail Reit, Inc.

Real Estate
Q4 2021 Filed on Apr 21, 2022
9,443
$25.82 - $27.06 $244K - $256K
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
NIO
Nio Inc.

Consumer Cyclical
Q4 2021 Filed on Apr 21, 2022
520
$28.16 - $43.2 $14.6K - $22.5K
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
MO
Altria Group, Inc.

Consumer Defensive
Q4 2021 Filed on Apr 21, 2022
26
$42.64 - $48.7 $1.11K - $1.27K
IOO
Ishares Tr Global 100 ETF

ETFs
Q4 2021 Filed on Apr 21, 2022
251
$71.04 - $78.66 $17.8K - $19.7K
ALT
Altimmune, Inc.

Healthcare
Q4 2021 Filed on Apr 21, 2022
300
$8.69 - $12.48 $2.61K - $3.74K
IYLD
Ishares Tr Ishares Morningstar

ETFs
Q4 2021 Filed on Apr 21, 2022
4
$23.68 - $24.27 $94.7 - $97.1
PWB
Invesco Exchange Traded Fd Tr

ETFs
Q4 2021 Filed on Apr 21, 2022
540
$73.2 - $82.12 $39.5K - $44.3K
ALL
Allstate Corp

Financial Services
Q4 2021 Filed on Apr 21, 2022
4
$107.13 - $129.0 $429 - $516
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
Q4 2021 Filed on Apr 21, 2022
257
$144.34 - $152.13 $37.1K - $39.1K
MSCI
Msci Inc.

Financial Services
Q4 2021 Filed on Apr 21, 2022
120
$579.3 - $675.15 $69.5K - $81K
MOS
Mosaic CO

Basic Materials
Q4 2021 Filed on Apr 21, 2022
38
$33.62 - $42.47 $1.28K - $1.61K
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
MNST
Monster Beverage Corp

Consumer Defensive
Q4 2021 Filed on Apr 21, 2022
43
$81.06 - $96.04 $3.49K - $4.13K
EFA
Ishares Tr Msci Eafe ETF

ETFs
Q4 2021 Filed on Apr 21, 2022
479
$76.4 - $81.83 $36.6K - $39.2K
IMCV
Ishares Morningstar Mid Cap Va

ETFs
Q4 2021 Filed on Apr 21, 2022
420
$63.47 - $68.54 $26.7K - $28.8K
New America
Q4 2021 Filed on Apr 21, 2022
2,350
N/A
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
Q4 2021 Filed on Apr 21, 2022
130
$58.91 - $60.23 $7.66K - $7.83K
NICE
Nice Ltd.

Technology
Q4 2021 Filed on Apr 21, 2022
10
$264.25 - $315.02 $2.64K - $3.15K
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
SDOG
Alps Sector Dividend Dogs ETF

ETFs
Q4 2021 Filed on Apr 21, 2022
565
$50.02 - $53.73 $28.3K - $30.4K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
Q4 2021 Filed on Apr 21, 2022
68
$30.56 - $37.19 $2.08K - $2.53K
Call 7 Lion Electric CO
Q3 2021 Filed on Oct 26, 2021
5
N/A
SPAK
ETF Ser Solutions Defiance Nex
Q3 2021 Filed on Oct 26, 2021
125
N/A
TFC
Truist Financial Corp

Financial Services
Q3 2021 Filed on Oct 26, 2021
41
$52.18 - $60.15 $2.14K - $2.47K
IT
Gartner Inc

Technology
Q3 2021 Filed on Oct 26, 2021
16
$248.43 - $324.69 $3.97K - $5.2K
Maxim Integrated
Q3 2021 Filed on Oct 26, 2021
379
N/A
SNR
New Senior Investment Group Inc.

Real Estate
Q3 2021 Filed on Oct 26, 2021
4,002
N/A
Call 8 Original Bark CO
Q3 2021 Filed on Oct 26, 2021
5
N/A
Quidel Corp
Q3 2021 Filed on Oct 26, 2021
600
N/A
CBRL
Cracker Barrel Old Country Store, Inc

Consumer Cyclical
Q3 2021 Filed on Oct 26, 2021
65
$133.13 - $149.49 $8.65K - $9.72K
SNY
Sanofi

Healthcare
Q3 2021 Filed on Oct 26, 2021
33
$47.89 - $53.12 $1.58K - $1.75K
IPO
Renaissance Cap Greenwich Fds

ETFs
Q3 2021 Filed on Oct 26, 2021
75
$60.61 - $69.99 $4.55K - $5.25K
Call 9 Philip Morris Int
Q3 2021 Filed on Oct 26, 2021
1
N/A
CXP
Columbia Property Trust, Inc.

Real Estate
Q3 2021 Filed on Oct 26, 2021
626
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 7 Amazon Com Inc
Q3 2021 Filed on Oct 26, 2021
7
N/A
MMAC
Mma Capital Holdings, Inc.

Financial Services
Q3 2021 Filed on Oct 26, 2021
120
N/A
HMC
Honda Motor CO LTD

Consumer Cyclical
Q3 2021 Filed on Oct 26, 2021
33
$29.39 - $33.29 $970 - $1.1K
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