A detailed history of Integrated Wealth Concepts LLC transactions in Atmos Energy Corp stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 2,300 shares of ATO stock, worth $345,759. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,300
Previous 2,192 4.93%
Holding current value
$345,759
Previous $255,000 25.1%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

BUY
$114.08 - $138.75 $12,320 - $14,985
108 Added 4.93%
2,300 $319,000
Q2 2024

Aug 14, 2024

BUY
$111.34 - $120.59 $38,634 - $41,844
347 Added 18.81%
2,192 $255,000
Q1 2024

May 15, 2024

SELL
$110.89 - $118.87 $5,988 - $6,418
-54 Reduced 2.84%
1,845 $219,000
Q4 2023

Feb 13, 2024

SELL
$102.76 - $116.85 $84,263 - $95,817
-820 Reduced 30.16%
1,899 $220,000
Q3 2023

Nov 15, 2023

BUY
$105.91 - $124.41 $3,918 - $4,603
37 Added 1.38%
2,719 $288,000
Q2 2023

Aug 15, 2023

BUY
$111.11 - $119.31 $297,997 - $319,989
2,682 New
2,682 $312,000

Others Institutions Holding ATO

About ATMOS ENERGY CORP


  • Ticker ATO
  • Exchange NYSE
  • Sector Utilities
  • Industry Utilities—Regulated Gas
  • Shares Outstandng 139,892,000
  • Market Cap $21B
  • Description
  • Atmos Energy Corporation, together with its subsidiaries, engages in the regulated natural gas distribution, and pipeline and storage businesses in the United States. It operates through two segments, Distribution, and Pipeline and Storage. The Distribution segment is involved in the regulated natural gas distribution and related sales operation...
More about ATO
Track This Portfolio

Track Integrated Wealth Concepts LLC Portfolio

Follow Integrated Wealth Concepts LLC 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 Integrated Wealth Concepts LLC, based on Form 13F filings with the SEC.

News

Stay updated on Integrated Wealth Concepts LLC with notifications on news.