Atlas Private Wealth Advisors Closed Holding Positions

Atlas Private Wealth Advisors

  • $688 Million
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
WBA
Walgreens Boots Alliance, Inc.

Healthcare
Q4 2021 Filed on Apr 21, 2022
200
$43.72 - $52.25 $8.74K - $10.5K
WEC
Wec Energy Group, Inc.

Utilities
Q4 2021 Filed on Apr 21, 2022
54
$86.93 - $98.36 $4.69K - $5.31K
WFC
Wells Fargo & Company

Financial Services
Q4 2021 Filed on Apr 21, 2022
198
$45.31 - $52.0 $8.97K - $10.3K
VO
Vanguard Mid Cap ETF

ETFs
Q4 2021 Filed on Apr 21, 2022
133
$236.98 - $261.2 $31.5K - $34.7K
SMOG
Vaneck ETF Tr Low Carbon Energ

ETFs
Q4 2021 Filed on Apr 21, 2022
75
$145.64 - $179.45 $10.9K - $13.5K
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
UPS
United Parcel Service Inc

Industrials
Q4 2021 Filed on Apr 21, 2022
462
$178.42 - $218.07 $82.4K - $101K
NCZ
Virtus Allianz Gi Convertible & Income Fund Ii

Financial Services
Q4 2021 Filed on Apr 21, 2022
2,000
$4.87 - $5.49 $9.74K - $11K
UHS
Universal Health Services Inc

Healthcare
Q4 2021 Filed on Apr 21, 2022
35
$116.39 - $138.83 $4.07K - $4.86K
VFC
V F Corp

Consumer Cyclical
Q4 2021 Filed on Apr 21, 2022
55
$66.98 - $78.01 $3.68K - $4.29K
VIG
Vanguard Dividend Appreciation

ETFs
Q4 2021 Filed on Apr 21, 2022
357
N/A
VDE
Vanguard Energy ETF

ETFs
Q4 2021 Filed on Apr 21, 2022
53
$74.1 - $83.72 $3.93K - $4.44K
VFH
Vanguard Financial ETF

ETFs
Q4 2021 Filed on Apr 21, 2022
779
$92.72 - $100.95 $72.2K - $78.6K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
Q4 2021 Filed on Apr 21, 2022
287
$47.81 - $52.33 $13.7K - $15K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
Q4 2021 Filed on Apr 21, 2022
516
$65.16 - $70.02 $33.6K - $36.1K
VHT
Vanguard Health Care ETF

ETFs
Q4 2021 Filed on Apr 21, 2022
102
$243.71 - $267.51 $24.9K - $27.3K
VIS
Vanguard Industrial ETF

ETFs
Q4 2021 Filed on Apr 21, 2022
54
$189.71 - $207.5 $10.2K - $11.2K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
Q4 2021 Filed on Apr 21, 2022
60
$87.51 - $89.66 $5.25K - $5.38K
VCIT
Vanguard Intermediate Term Cor

ETFs
Q4 2021 Filed on Apr 21, 2022
100
$92.55 - $94.67 $9.26K - $9.47K
VV
Vanguard Large Cap ETF

ETFs
Q4 2021 Filed on Apr 21, 2022
240
$200.26 - $221.75 $48.1K - $53.2K
VERU
Veru Inc.

Healthcare
Q4 2021 Filed on Apr 21, 2022
24
$5.89 - $9.73 $141 - $234
EMD
Western Asset Emerging Markets Debt Fund Inc.

Financial Services
Q4 2021 Filed on Apr 21, 2022
1,050
$12.56 - $13.84 $13.2K - $14.5K
WDC
Western Digital Corp

Technology
Q4 2021 Filed on Apr 21, 2022
82
$52.29 - $66.13 $4.29K - $5.42K
SPIB
Spdr Portfolio Intermediate Te

ETFs
Q4 2021 Filed on Apr 21, 2022
0
$35.97 - $36.6 $0 - $0
CZA
Invesco Exchange Traded Fd Tr

ETFs
Q4 2021 Filed on Apr 21, 2022
72
$89.61 - $96.11 $6.45K - $6.92K
JMIA
Jumia Technologies Ag

Consumer Cyclical
Q4 2021 Filed on Apr 21, 2022
100
$10.75 - $20.24 $1.08K - $2.02K
Sos LTD
Q4 2021 Filed on Apr 21, 2022
1,450
N/A
SIEB
Siebert Financial Corp

Financial Services
Q4 2021 Filed on Apr 21, 2022
1,500
$2.06 - $3.46 $3.09K - $5.19K
MTCH
Match Group, Inc.

Communication Services
Q4 2021 Filed on Apr 21, 2022
17
$122.81 - $175.53 $2.09K - $2.98K
NKLA
Nikola Corp

Industrials
Q4 2021 Filed on Apr 21, 2022
41
$9.25 - $15.44 $379 - $633
OXYWS
Occidental Pete Corp Wt Exp 08
Q4 2021 Filed on Apr 21, 2022
37
N/A
SRE
Sempra Energy

Utilities
Q4 2021 Filed on Apr 21, 2022
19
$119.66 - $132.28 $2.27K - $2.51K
SPYG
Spdr Portfolio

ETFs
Q4 2021 Filed on Apr 21, 2022
233
$63.39 - $73.48 $14.8K - $17.1K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
Q4 2021 Filed on Apr 21, 2022
262
$38.92 - $42.05 $10.2K - $11K
TNP
Tsakos Energy Navigation LTD

Energy
Q4 2021 Filed on Apr 21, 2022
72
$7.01 - $11.61 $505 - $836
BND
Vanguard Bd Index Fd Inc Total

ETFs
Q4 2021 Filed on Apr 21, 2022
371
$84.47 - $85.89 $31.3K - $31.9K
WKHS
Workhorse Group Inc.

Consumer Cyclical
Q4 2021 Filed on Apr 21, 2022
125
$4.36 - $7.77 $545 - $971
ACN
Accenture PLC

Technology
Q4 2021 Filed on Apr 21, 2022
25
$319.49 - $415.42 $7.99K - $10.4K
ABNB
Airbnb, Inc.

Consumer Cyclical
Q4 2021 Filed on Apr 21, 2022
100
$156.38 - $207.21 $15.6K - $20.7K
AAL
American Airlines Group Inc.

Industrials
Q4 2021 Filed on Apr 21, 2022
2,650
$16.28 - $22.26 $43.1K - $59K
FBT
First Trust Nyse Arca Biotechn

ETFs
Q4 2021 Filed on Apr 21, 2022
86
$153.09 - $169.84 $13.2K - $14.6K
CGNX
Cognex Corp

Technology
Q4 2021 Filed on Apr 21, 2022
20
$74.94 - $91.73 $1.5K - $1.83K
WRK
West Rock CO

Consumer Cyclical
Q4 2021 Filed on Apr 21, 2022
8
$42.48 - $51.63 $340 - $413
WMB
Williams Companies, Inc.

Energy
Q4 2021 Filed on Apr 21, 2022
151
$25.35 - $29.55 $3.83K - $4.46K
TNL
Travel & Leisure Co.

Consumer Cyclical
Q4 2021 Filed on Apr 21, 2022
11
$47.15 - $59.42 $519 - $654
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
Q4 2021 Filed on Apr 21, 2022
2,250
$30.94 - $33.79 $69.6K - $76K
WDAY
Workday, Inc.

Technology
Q4 2021 Filed on Apr 21, 2022
10
$249.68 - $300.9 $2.5K - $3.01K
WH
Wyndham Hotels & Resorts, Inc.

Consumer Cyclical
Q4 2021 Filed on Apr 21, 2022
11
$76.42 - $90.18 $841 - $992
WYNN
Wynn Resorts LTD

Consumer Cyclical
Q4 2021 Filed on Apr 21, 2022
310
$76.06 - $98.05 $23.6K - $30.4K
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