Atlas Private Wealth Advisors Closed Holding Positions

Atlas Private Wealth Advisors

  • $691 Million
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
Q4 2021 Filed on Apr 21, 2022
51
$54.5 - $55.03 $2.78K - $2.81K
EVGO
E Vgo Inc.

Consumer Cyclical
Q4 2021 Filed on Apr 21, 2022
500
$7.65 - $19.23 $3.83K - $9.62K
PFLD
ETF Ser Solutions Aam Low Dura

ETFs
Q4 2021 Filed on Apr 21, 2022
251
$24.74 - $25.3 $6.21K - $6.35K
DBX
Dropbox, Inc.

Technology
Q4 2021 Filed on Apr 21, 2022
159
$23.71 - $31.01 $3.77K - $4.93K
CHPT
Charge Point Holdings, Inc.

Consumer Cyclical
Q4 2021 Filed on Apr 21, 2022
200
$17.76 - $27.69 $3.55K - $5.54K
AHT
Ashford Hospitality Trust Inc

Real Estate
Q4 2021 Filed on Apr 21, 2022
50
$9.45 - $15.79 $472 - $790
VMC
Vulcan Materials CO

Basic Materials
Q4 2021 Filed on Apr 21, 2022
17
$169.28 - $208.97 $2.88K - $3.55K
BNDX
Vanguard Total International B

ETFs
Q4 2021 Filed on Apr 21, 2022
80
$55.11 - $57.44 $4.41K - $4.6K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
Q4 2021 Filed on Apr 21, 2022
19
$51.18 - $52.61 $972 - $1K
SHOP
Shopify Inc.

Technology
Q4 2021 Filed on Apr 21, 2022
25
$128.22 - $169.06 $3.21K - $4.23K
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
TURN
180 Degree Capital Corp.

Financial Services
Q4 2021 Filed on Apr 21, 2022
166
$7.06 - $7.61 $1.17K - $1.26K
SCHX
Schwab Strategic Tr Us Large C

ETFs
Q4 2021 Filed on Apr 21, 2022
0
$51.9 - $57.29 $0 - $0
SCHC
Schwab Strategic Tr Intl Small

ETFs
Q4 2021 Filed on Apr 21, 2022
0
$39.06 - $43.63 $0 - $0
FNDF
Schwab Fundamental Intl Large

ETFs
Q4 2021 Filed on Apr 21, 2022
0
$31.55 - $34.05 $0 - $0
FNDC
Schwab Fundamental Intl Small

ETFs
Q4 2021 Filed on Apr 21, 2022
0
$36.2 - $39.91 $0 - $0
ROK
Rockwell Automation, Inc

Industrials
Q4 2021 Filed on Apr 21, 2022
41
$292.75 - $351.35 $12K - $14.4K
OXLC
Oxford Lane Capital Corp.

Financial Services
Q4 2021 Filed on Apr 21, 2022
554
$7.28 - $8.42 $4.03K - $4.66K
MDLZ
Mondelez International, Inc.

Consumer Defensive
Q4 2021 Filed on Apr 21, 2022
169
$58.07 - $66.37 $9.81K - $11.2K
SCHA
Schwab Strategic Tr Us Small C

ETFs
Q4 2021 Filed on Apr 21, 2022
0
$48.64 - $55.07 $0 - $0
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
Q4 2021 Filed on Apr 21, 2022
0
$22.99 - $26.35 $0 - $0
TRV
Travelers Companies, Inc.

Financial Services
Q4 2021 Filed on Apr 21, 2022
22
$145.48 - $162.37 $3.2K - $3.57K
WGO
Winnebago Industries Inc

Consumer Cyclical
Q4 2021 Filed on Apr 21, 2022
776
$65.26 - $78.55 $50.6K - $61K
VTRS
Viatris Inc

Healthcare
Q4 2021 Filed on Apr 21, 2022
835
$12.09 - $14.68 $10.1K - $12.3K
VRSK
Verisk Analytics, Inc.

Industrials
Q4 2021 Filed on Apr 21, 2022
30
$198.81 - $230.03 $5.96K - $6.9K
Vereit Inc
Q4 2021 Filed on Apr 21, 2022
1,844
N/A
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
Q4 2021 Filed on Apr 21, 2022
0
$52.71 - $53.35 $0 - $0
VNQI
Vanguard Global Ex U.S. Real

ETFs
Q4 2021 Filed on Apr 21, 2022
0
$52.69 - $58.11 $0 - $0
VEA
Vanguard Ftse Developed Market

ETFs
Q4 2021 Filed on Apr 21, 2022
66
$49.38 - $52.95 $3.26K - $3.49K
VOX
Vanguard Communication Service

ETFs
Q4 2021 Filed on Apr 21, 2022
125
$129.36 - $145.06 $16.2K - $18.1K
LH
Laboratory Corp Of America Holdings

Healthcare
Q4 2021 Filed on Apr 21, 2022
70
$271.6 - $314.21 $19K - $22K
VNLA
Janus Henderson Short Duration

ETFs
Q4 2021 Filed on Apr 21, 2022
195
$49.51 - $50.13 $9.65K - $9.78K
ECL
Ecolab Inc.

Basic Materials
Q4 2021 Filed on Apr 21, 2022
66
$212.13 - $235.67 $14K - $15.6K
DHI
Horton D R Inc

Consumer Cyclical
Q4 2021 Filed on Apr 21, 2022
300
$82.96 - $109.65 $24.9K - $32.9K
CDR
Cedar Realty Trust, Inc.

Real Estate
Q4 2021 Filed on Apr 21, 2022
151
$21.29 - $25.11 $3.21K - $3.79K
CDW
Cdw Corp

Technology
Q4 2021 Filed on Apr 21, 2022
40
$173.61 - $207.02 $6.94K - $8.28K
CDNS
Cadence Design Systems Inc

Technology
Q4 2021 Filed on Apr 21, 2022
88
$148.05 - $191.65 $13K - $16.9K
EAT
Brinker International, Inc

Consumer Cyclical
Q4 2021 Filed on Apr 21, 2022
400
$33.65 - $52.21 $13.5K - $20.9K
BOX
Box Inc

Technology
Q4 2021 Filed on Apr 21, 2022
144
$23.41 - $27.71 $3.37K - $3.99K
BWA
Borgwarner Inc

Consumer Cyclical
Q4 2021 Filed on Apr 21, 2022
3
$41.96 - $48.55 $126 - $146
EIX
Edison International

Utilities
Q4 2021 Filed on Apr 21, 2022
39
$55.04 - $68.44 $2.15K - $2.67K
EOSE
Eos Energy Enterprises, Inc.

Industrials
Q4 2021 Filed on Apr 21, 2022
50
$7.52 - $14.2 $376 - $710
EL
Estee Lauder Companies Inc

Consumer Defensive
Q4 2021 Filed on Apr 21, 2022
30
$304.25 - $370.2 $9.13K - $11.1K
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
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