Atlas Private Wealth Advisors Closed Holding Positions

Atlas Private Wealth Advisors

  • $688 Million
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
Call 1 Newmont Mng Corp
Q4 2021 Filed on Apr 21, 2022
2
N/A
DBC
Invesco Db Commodity Index Tracking Fund

ETFs
Q4 2021 Filed on Apr 21, 2022
2,000
$19.31 - $21.84 $38.6K - $43.7K
TEAM
Atlassian Corp PLC

Technology
Q4 2021 Filed on Apr 21, 2022
30
$343.33 - $458.13 $10.3K - $13.7K
ACB
Aurora Cannabis Inc

Healthcare
Q4 2021 Filed on Apr 21, 2022
340
$5.41 - $8.5 $1.84K - $2.89K
ADP
Automatic Data Processing Inc

Industrials
Q4 2021 Filed on Apr 21, 2022
62
$199.97 - $248.01 $12.4K - $15.4K
Call 1 Merck & CO 10 Ogn
Q4 2021 Filed on Apr 21, 2022
1
N/A
Call 1 Apple Inc
Q4 2021 Filed on Apr 21, 2022
33
N/A
BIDU
Baidu, Inc.

Communication Services
Q4 2021 Filed on Apr 21, 2022
100
$136.3 - $180.96 $13.6K - $18.1K
Call 12 Wynn Resorts LTD
Q4 2021 Filed on Apr 21, 2022
2
N/A
BK
Bank Of New York Mellon Corp

Financial Services
Q4 2021 Filed on Apr 21, 2022
42
$52.85 - $60.09 $2.22K - $2.52K
BHB
Bar Harbor Bankshares

Financial Services
Q4 2021 Filed on Apr 21, 2022
450
$27.23 - $32.64 $12.3K - $14.7K
CCD
Calamos Dynamic Convertible & Income Fund

Financial Services
Q4 2021 Filed on Apr 21, 2022
2,020
$29.4 - $33.4 $59.4K - $67.5K
EOG
Eog Resources Inc

Energy
Q4 2021 Filed on Apr 21, 2022
15
$83.58 - $97.11 $1.25K - $1.46K
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
Q4 2021 Filed on Apr 21, 2022
347
$21.86 - $22.24 $7.59K - $7.72K
PBW
Invesco Exchange Traded Fd Tr

ETFs
Q4 2021 Filed on Apr 21, 2022
100
$68.87 - $95.56 $6.89K - $9.56K
LVS
Las Vegas Sands Corp

Consumer Cyclical
Q4 2021 Filed on Apr 21, 2022
249
$33.98 - $42.64 $8.46K - $10.6K
ICF
Ishares Tr

ETFs
Q4 2021 Filed on Apr 21, 2022
250
$65.59 - $76.08 $16.4K - $19K
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
AOK
Ishares Tr Core Conservative A

ETFs
Q4 2021 Filed on Apr 21, 2022
177
$39.36 - $40.4 $6.97K - $7.15K
LRCX
Lam Research Corp

Technology
Q4 2021 Filed on Apr 21, 2022
39
$544.41 - $726.75 $21.2K - $28.3K
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
LHX
L3 Harris Technologies, Inc.

Industrials
Q4 2021 Filed on Apr 21, 2022
30
$202.02 - $244.73 $6.06K - $7.34K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
Q4 2021 Filed on Apr 21, 2022
1,892
$74.33 - $77.96 $141K - $148K
DVYE
Ishares Emerging Markets Divid

ETFs
Q4 2021 Filed on Apr 21, 2022
892
$36.8 - $40.11 $32.8K - $35.8K
KTB
Kontoor Brands, Inc.

Consumer Cyclical
Q4 2021 Filed on Apr 21, 2022
7
$47.41 - $61.01 $332 - $427
KGC
Kinross Gold Corp

Basic Materials
Q4 2021 Filed on Apr 21, 2022
400
$5.04 - $7.02 $2.02K - $2.81K
TAN
Invesco ETF Tr Ii Solar ETF

ETFs
Q4 2021 Filed on Apr 21, 2022
54
$73.76 - $100.53 $3.98K - $5.43K
NOC
Northrop Grumman Corp

Industrials
Q4 2021 Filed on Apr 21, 2022
6
$345.98 - $406.62 $2.08K - $2.44K
BSCO
Invesco Et Self Idxd Fd Tr Bul

ETFs
Q4 2021 Filed on Apr 21, 2022
1,207
$21.79 - $22.14 $26.3K - $26.7K
BSCN
Invesco Et Self Idxd Fd Tr Bul

ETFs
Q4 2021 Filed on Apr 21, 2022
2,363
$21.45 - $21.68 $50.7K - $51.2K
OGN
Organon & Co.

Healthcare
Q4 2021 Filed on Apr 21, 2022
2,050
$28.67 - $37.13 $58.8K - $76.1K
BSCM
Invesco Et Self Idxd Fd Tr Bul

ETFs
Q4 2021 Filed on Apr 21, 2022
8,897
$21.37 - $21.54 $190K - $192K
LVHD
Franklin U.S. Low Volatility H

ETFs
Q4 2021 Filed on Apr 21, 2022
3,604
$36.22 - $40.04 $131K - $144K
OMF
One Main Holdings, Inc.

Financial Services
Q4 2021 Filed on Apr 21, 2022
675
$47.89 - $60.29 $32.3K - $40.7K
PWB
Invesco Exchange Traded Fd Tr

ETFs
Q4 2021 Filed on Apr 21, 2022
540
$73.2 - $82.12 $39.5K - $44.3K
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
Q4 2021 Filed on Apr 21, 2022
845
$53.05 - $58.54 $44.8K - $49.5K
IDHQ
Invesco ETF Tf Ii S&P Intl Dev

ETFs
Q4 2021 Filed on Apr 21, 2022
4,818
$30.01 - $32.26 $145K - $155K
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
Q4 2021 Filed on Apr 21, 2022
385
$25.62 - $26.22 $9.86K - $10.1K
IVZ
Invesco Ltd.

Financial Services
Q4 2021 Filed on Apr 21, 2022
341
$21.76 - $26.53 $7.42K - $9.05K
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
Q4 2021 Filed on Apr 21, 2022
1,070
$26.7 - $27.14 $28.6K - $29K
IGV
Ishares Expanded Tech Software

ETFs
Q4 2021 Filed on Apr 21, 2022
15
$384.52 - $446.52 $5.77K - $6.7K
RPG
Invesco Exchange Traded Fd Tr

ETFs
Q4 2021 Filed on Apr 21, 2022
100
$37.78 - $44.19 $3.78K - $4.42K
PBP
Invesco Exchange Traded Fd Tr

ETFs
Q4 2021 Filed on Apr 21, 2022
390
$22.55 - $24.31 $8.79K - $9.48K
OTLY
Oatly Group Ab

Consumer Defensive
Q4 2021 Filed on Apr 21, 2022
192
$7.61 - $14.87 $1.46K - $2.86K
HYXU
Ishares Global Ex Usd High Yie

ETFs
Q4 2021 Filed on Apr 21, 2022
80
$51.85 - $55.57 $4.15K - $4.45K
MNMDXXXX
Mind Medicine Mindmed Inc
Q4 2021 Filed on Apr 21, 2022
6,000
N/A
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