Atlas Private Wealth Advisors Closed Holding Positions

Atlas Private Wealth Advisors

  • $688 Million
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
IJK
Ishares S&P Midcap 400 Growth

ETFs
Q4 2021 Filed on Apr 21, 2022
200
$79.13 - $87.9 $15.8K - $17.6K
JD
Jd.Com, Inc.

Consumer Cyclical
Q4 2021 Filed on Apr 21, 2022
10
$65.63 - $91.55 $656 - $916
IJT
Ishares S&P Small Cap 600 Grow

ETFs
Q4 2021 Filed on Apr 21, 2022
330
$130.52 - $143.62 $43.1K - $47.4K
JAZZ
Jazz Pharmaceuticals PLC

Healthcare
Q4 2021 Filed on Apr 21, 2022
125
$119.87 - $145.67 $15K - $18.2K
NEAR
Blackrock Short Maturity Bond

ETFs
Q4 2021 Filed on Apr 21, 2022
6,348
$49.93 - $50.12 $317K - $318K
SLV
I Shares Silver Trust

ETFs
Q4 2021 Filed on Apr 21, 2022
1,781
$20.3 - $23.42 $36.2K - $41.7K
J
Jacobs Engineering Group Inc

Industrials
Q4 2021 Filed on Apr 21, 2022
1,022
$131.36 - $148.45 $134K - $152K
IYW
Ishares Dj Us Tech ETF

ETFs
Q4 2021 Filed on Apr 21, 2022
320
$100.11 - $117.09 $32K - $37.5K
TIP
Ishares Tr Tips Bd ETF

ETFs
Q4 2021 Filed on Apr 21, 2022
321
$127.7 - $130.86 $41K - $42K
IDU
Ishares Tr U S Utils ETF

ETFs
Q4 2021 Filed on Apr 21, 2022
613
$79.02 - $88.43 $48.4K - $54.2K
GSY
Invesco Actively Mngd ETF Tr U

ETFs
Q4 2021 Filed on Apr 21, 2022
3,598
$50.27 - $50.46 $181K - $182K
KARS
Kraneshares Tr Elec Veh & Futu

ETFs
Q4 2021 Filed on Apr 21, 2022
24
$45.28 - $55.09 $1.09K - $1.32K
KPTI
Karyopharm Therapeutics Inc.

Healthcare
Q4 2021 Filed on Apr 21, 2022
3,500
$5.21 - $8.61 $18.2K - $30.1K
IWF
Ishares Russell 1000 Gr ETF

ETFs
Q4 2021 Filed on Apr 21, 2022
94
$270.99 - $309.52 $25.5K - $29.1K
IYH
Ishares Tr

ETFs
Q4 2021 Filed on Apr 21, 2022
10
$271.82 - $301.88 $2.72K - $3.02K
IAU
Ishares Gold Trust

ETFs
Q4 2021 Filed on Apr 21, 2022
0
$33.36 - $35.53 $0 - $0
IWY
Ishares Tr Russell 200 Growth

ETFs
Q4 2021 Filed on Apr 21, 2022
250
$150.99 - $175.61 $37.7K - $43.9K
KIM
Kimco Realty Corp

Real Estate
Q4 2021 Filed on Apr 21, 2022
200
$21.48 - $24.65 $4.3K - $4.93K
KEY
Keycorp

Financial Services
Q4 2021 Filed on Apr 21, 2022
276
$22.06 - $24.2 $6.09K - $6.68K
IOO
Ishares Tr Global 100 ETF

ETFs
Q4 2021 Filed on Apr 21, 2022
251
$71.04 - $78.66 $17.8K - $19.7K
MRVL
Marvell Technology, Inc.

Technology
Q4 2021 Filed on Apr 21, 2022
125
$57.59 - $91.51 $7.2K - $11.4K
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
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
Q4 2021 Filed on Apr 21, 2022
130
$58.91 - $60.23 $7.66K - $7.83K
IMCV
Ishares Morningstar Mid Cap Va

ETFs
Q4 2021 Filed on Apr 21, 2022
420
$63.47 - $68.54 $26.7K - $28.8K
IYLD
Ishares Tr Ishares Morningstar

ETFs
Q4 2021 Filed on Apr 21, 2022
4
$23.68 - $24.27 $94.7 - $97.1
MAR
Marriott International Inc

Consumer Cyclical
Q4 2021 Filed on Apr 21, 2022
40
$142.5 - $168.39 $5.7K - $6.74K
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
EFA
Ishares Tr Msci Eafe ETF

ETFs
Q4 2021 Filed on Apr 21, 2022
479
$76.4 - $81.83 $36.6K - $39.2K
IWS
Ishares Russell Midcap Value E

ETFs
Q4 2021 Filed on Apr 21, 2022
30
$114.04 - $122.75 $3.42K - $3.68K
JCI
Johnson Controls International PLC

Industrials
Q4 2021 Filed on Apr 21, 2022
6
$68.16 - $81.31 $409 - $488
IWD
Ishares Russell 1000 Val ETF

ETFs
Q4 2021 Filed on Apr 21, 2022
135
$157.12 - $168.08 $21.2K - $22.7K
IWV
Ishares Russell 3000 ETF

ETFs
Q4 2021 Filed on Apr 21, 2022
198
$254.66 - $279.11 $50.4K - $55.3K
IRM
Iron Mountain Inc

Real Estate
Q4 2021 Filed on Apr 21, 2022
355
$42.63 - $52.77 $15.1K - $18.7K
PXD
Pioneer Natural Resources CO

Energy
Q4 2021 Filed on Apr 21, 2022
11
$172.65 - $193.08 $1.9K - $2.12K
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
Q4 2021 Filed on Apr 21, 2022
74
$51.25 - $51.8 $3.79K - $3.83K
TMUS
T Mobile Us, Inc.

Communication Services
Q4 2021 Filed on Apr 21, 2022
38
$106.72 - $126.76 $4.06K - $4.82K
FPF
First Trust Intermediate Duration Preferred & Income Fund

Financial Services
Q4 2021 Filed on Apr 21, 2022
300
$24.18 - $25.48 $7.25K - $7.64K
GPRO
Go Pro, Inc.

Technology
Q4 2021 Filed on Apr 21, 2022
100
$8.56 - $11.64 $856 - $1.16K
HAL
Halliburton CO

Energy
Q4 2021 Filed on Apr 21, 2022
152
$21.15 - $26.46 $3.21K - $4.02K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
Q4 2021 Filed on Apr 21, 2022
13
$51.87 - $56.86 $674 - $739
HCA
Hca Healthcare, Inc.

Healthcare
Q4 2021 Filed on Apr 21, 2022
35
$225.59 - $260.0 $7.9K - $9.1K
HTA
Healthcare Trust Of America, Inc.

Real Estate
Q4 2021 Filed on Apr 21, 2022
800
$29.95 - $34.72 $24K - $27.8K
LEVI
Levi Strauss & CO

Consumer Cyclical
Q4 2021 Filed on Apr 21, 2022
200
$23.04 - $28.28 $4.61K - $5.66K
TPST
Tempest Therapeutics, Inc.

Healthcare
Q4 2021 Filed on Apr 21, 2022
7
$5.28 - $15.2 $37 - $106
HFRO
Highland Income Fund\Ma

Financial Services
Q4 2021 Filed on Apr 21, 2022
6,578
$10.73 - $11.44 $70.6K - $75.3K
FITB
Fifth Third Bancorp

Financial Services
Q4 2021 Filed on Apr 21, 2022
40
$41.18 - $45.59 $1.65K - $1.82K
HPQ
Hp Inc

Technology
Q4 2021 Filed on Apr 21, 2022
78
$26.48 - $38.1 $2.07K - $2.97K
FLR
Fluor Corp

Industrials
Q4 2021 Filed on Apr 21, 2022
25
$15.9 - $24.77 $398 - $619
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