Atlas Private Wealth Advisors Closed Holding Positions

Atlas Private Wealth Advisors

  • $688 Million
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
TURN
180 Degree Capital Corp.

Financial Services
Q4 2021 Filed on Apr 21, 2022
166
$7.06 - $7.61 $1.17K - $1.26K
FNV
Franco Nevada Corp

Basic Materials
Q4 2021 Filed on Apr 21, 2022
100
$127.49 - $149.43 $12.7K - $14.9K
FAX
Aberdeen Asia Pacific Income Fund Inc

Financial Services
Q4 2021 Filed on Apr 21, 2022
327
$3.82 - $4.29 $1.25K - $1.4K
ALLE
Allegion PLC

Industrials
Q4 2021 Filed on Apr 21, 2022
23
$122.79 - $136.85 $2.82K - $3.15K
AMT
American Tower Corp

Real Estate
Q4 2021 Filed on Apr 21, 2022
24
$257.53 - $292.5 $6.18K - $7.02K
AMKR
Amkor Technology, Inc.

Technology
Q4 2021 Filed on Apr 21, 2022
75
$21.56 - $25.66 $1.62K - $1.92K
ABR
Arbor Realty Trust Inc

Real Estate
Q4 2021 Filed on Apr 21, 2022
1,200
$16.7 - $20.73 $20K - $24.9K
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
Q4 2021 Filed on Apr 21, 2022
466
$52.06 - $57.22 $24.3K - $26.7K
ARKQ
Ark Autonomous Technology & Ro

ETFs
Q4 2021 Filed on Apr 21, 2022
296
$73.83 - $89.84 $21.9K - $26.6K
BIIB
Biogen Inc.

Healthcare
Q4 2021 Filed on Apr 21, 2022
301
$223.92 - $287.77 $67.4K - $86.6K
BX
Blackstone Inc.

Financial Services
Q4 2021 Filed on Apr 21, 2022
57
$110.95 - $148.88 $6.32K - $8.49K
FNCL
Fidelity Covington Tr Msci Fin

ETFs
Q4 2021 Filed on Apr 21, 2022
46
$53.73 - $58.47 $2.47K - $2.69K
BKNG
Booking Holdings Inc.

Consumer Cyclical
Q4 2021 Filed on Apr 21, 2022
1
$2067.01 - $2648.2 $2.07K - $2.65K
DNLI
Denali Therapeutics Inc.

Healthcare
Q4 2021 Filed on Apr 21, 2022
15
$42.59 - $55.02 $639 - $825
Vereit Inc
Q4 2021 Filed on Apr 21, 2022
1,844
N/A
GNRC
Generac Holdings Inc.

Industrials
Q4 2021 Filed on Apr 21, 2022
12
$341.3 - $505.8 $4.1K - $6.07K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
Q4 2021 Filed on Apr 21, 2022
0
$28.68 - $31.96 $0 - $0
FNDC
Schwab Fundamental Intl Small

ETFs
Q4 2021 Filed on Apr 21, 2022
0
$36.2 - $39.91 $0 - $0
FNDF
Schwab Fundamental Intl Large

ETFs
Q4 2021 Filed on Apr 21, 2022
0
$31.55 - $34.05 $0 - $0
SCHC
Schwab Strategic Tr Intl Small

ETFs
Q4 2021 Filed on Apr 21, 2022
0
$39.06 - $43.63 $0 - $0
SCHX
Schwab Strategic Tr Us Large C

ETFs
Q4 2021 Filed on Apr 21, 2022
0
$51.9 - $57.29 $0 - $0
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
HTRB
Hartford Fds Total Return Bd E

ETFs
Q4 2021 Filed on Apr 21, 2022
1,628
$39.69 - $41.02 $64.6K - $66.8K
HMOP
Hartford Fds Exchange Traded T

ETFs
Q4 2021 Filed on Apr 21, 2022
200
$41.56 - $41.94 $8.31K - $8.39K
RNRG
Glbl X Funds Glbl X Yldco & Re

ETFs
Q4 2021 Filed on Apr 21, 2022
3,108
$15.33 - $17.1 $47.6K - $53.1K
TRV
Travelers Companies, Inc.

Financial Services
Q4 2021 Filed on Apr 21, 2022
22
$145.48 - $162.37 $3.2K - $3.57K
BUG
Global X Fds Cybersecurity ETF

ETFs
Q4 2021 Filed on Apr 21, 2022
200
$29.84 - $34.89 $5.97K - $6.98K
VOX
Vanguard Communication Service

ETFs
Q4 2021 Filed on Apr 21, 2022
125
$129.36 - $145.06 $16.2K - $18.1K
VEA
Vanguard Ftse Developed Market

ETFs
Q4 2021 Filed on Apr 21, 2022
66
$49.38 - $52.95 $3.26K - $3.49K
VNQI
Vanguard Global Ex U.S. Real

ETFs
Q4 2021 Filed on Apr 21, 2022
0
$52.69 - $58.11 $0 - $0
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
Q4 2021 Filed on Apr 21, 2022
0
$52.71 - $53.35 $0 - $0
D
Dominion Energy, Inc

Utilities
Q4 2021 Filed on Apr 21, 2022
204
$70.85 - $78.57 $14.5K - $16K
ARKF
Ark ETF Tr Fintech Innovation

ETFs
Q4 2021 Filed on Apr 21, 2022
370
$39.23 - $54.4 $14.5K - $20.1K
UAL
United Airlines Holdings, Inc.

Industrials
Q4 2021 Filed on Apr 21, 2022
360
$39.06 - $53.11 $14.1K - $19.1K
VNQ
Vanguard Specialized Funds Van

ETFs
Q4 2021 Filed on Apr 21, 2022
1,473
$102.53 - $116.01 $151K - $171K
VBR
Vanguard Small Cap Value ETF

ETFs
Q4 2021 Filed on Apr 21, 2022
775
$168.72 - $185.72 $131K - $144K
VB
Vanguard Small Cap ETF

ETFs
Q4 2021 Filed on Apr 21, 2022
414
$215.13 - $239.37 $89.1K - $99.1K
VT
Vanguard Total World Stk Index

ETFs
Q4 2021 Filed on Apr 21, 2022
230
$101.45 - $109.23 $23.3K - $25.1K
VTV
Vanguard Value ETF

ETFs
Q4 2021 Filed on Apr 21, 2022
350
$136.43 - $147.24 $47.8K - $51.5K
VEEV
Veeva Systems Inc

Healthcare
Q4 2021 Filed on Apr 21, 2022
22
$249.49 - $325.25 $5.49K - $7.16K
VTR
Ventas, Inc.

Real Estate
Q4 2021 Filed on Apr 21, 2022
704
$45.69 - $56.9 $32.2K - $40.1K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
Q4 2021 Filed on Apr 21, 2022
707
$29.33 - $34.9 $20.7K - $24.7K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
Q4 2021 Filed on Apr 21, 2022
65
$177.01 - $223.45 $11.5K - $14.5K
USVM
Victory Portfolios Ii Victorys

ETFs
Q4 2021 Filed on Apr 21, 2022
262
$69.38 - $77.39 $18.2K - $20.3K
BLHY
Virtus Newfleet High Yield Bon

ETFs
Q4 2021 Filed on Apr 21, 2022
50
N/A
VOD
Vodafone Group Public LTD CO

Communication Services
Q4 2021 Filed on Apr 21, 2022
108
$14.62 - $16.1 $1.58K - $1.74K
WPC
W. P. Carey Inc.

Real Estate
Q4 2021 Filed on Apr 21, 2022
152
$74.14 - $83.05 $11.3K - $12.6K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
Q4 2021 Filed on Apr 21, 2022
19
$86.81 - $97.12 $1.65K - $1.85K
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