Atlas Private Wealth Advisors Closed Holding Positions

Atlas Private Wealth Advisors

  • $688 Million
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
GLW
Corning Inc

Technology
Q4 2021 Filed on Apr 21, 2022
267
$35.39 - $39.43 $9.45K - $10.5K
DXC
Dxc Technology CO

Technology
Q4 2021 Filed on Apr 21, 2022
24
$29.58 - $35.1 $710 - $842
VMC
Vulcan Materials CO

Basic Materials
Q4 2021 Filed on Apr 21, 2022
17
$169.28 - $208.97 $2.88K - $3.55K
EMN
Eastman Chemical CO

Basic Materials
Q4 2021 Filed on Apr 21, 2022
31
$102.11 - $120.91 $3.17K - $3.75K
KODK
Eastman Kodak CO

Industrials
Q4 2021 Filed on Apr 21, 2022
70
$4.6 - $7.41 $322 - $519
ETN
Eaton Corp PLC

Industrials
Q4 2021 Filed on Apr 21, 2022
15
$148.36 - $174.66 $2.23K - $2.62K
BNDX
Vanguard Total International B

ETFs
Q4 2021 Filed on Apr 21, 2022
80
$55.11 - $57.44 $4.41K - $4.6K
ETY
Eaton Vance Tax Managed Diversified Equity Income Fund

Financial Services
Q4 2021 Filed on Apr 21, 2022
3,350
$13.79 - $15.05 $46.2K - $50.4K
ETW
Eaton Vance Tax Managed Global Buy Write Opportunities Fund

Financial Services
Q4 2021 Filed on Apr 21, 2022
3,510
$10.58 - $11.27 $37.1K - $39.6K
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
Q4 2021 Filed on Apr 21, 2022
1,000
$10.03 - $10.7 $10K - $10.7K
EBAY
Ebay Inc

Consumer Cyclical
Q4 2021 Filed on Apr 21, 2022
31
$63.71 - $80.59 $1.98K - $2.5K
EW
Edwards Lifesciences Corp

Healthcare
Q4 2021 Filed on Apr 21, 2022
186
$106.37 - $130.68 $19.8K - $24.3K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
Q4 2021 Filed on Apr 21, 2022
19
$51.18 - $52.61 $972 - $1K
EMR
Emerson Electric CO

Industrials
Q4 2021 Filed on Apr 21, 2022
49
$86.79 - $100.15 $4.25K - $4.91K
ENB
Enbridge Inc

Energy
Q4 2021 Filed on Apr 21, 2022
614
$36.89 - $43.3 $22.7K - $26.6K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
Q4 2021 Filed on Apr 21, 2022
51
$54.5 - $55.03 $2.78K - $2.81K
DD
Du Pont De Nemours, Inc.

Basic Materials
Q4 2021 Filed on Apr 21, 2022
1,383
$69.13 - $81.02 $95.6K - $112K
Draftkings Inc
Q4 2021 Filed on Apr 21, 2022
700
N/A
DOW
Dow Inc.

Basic Materials
Q4 2021 Filed on Apr 21, 2022
113
$52.76 - $60.06 $5.96K - $6.79K
CTVA
Corteva, Inc.

Basic Materials
Q4 2021 Filed on Apr 21, 2022
14
$41.95 - $48.7 $587 - $682
CEQP
Crestwood Equity Partners LP

Energy
Q4 2021 Filed on Apr 21, 2022
590
$24.37 - $30.38 $14.4K - $17.9K
CRON
Cronos Group Inc.

Healthcare
Q4 2021 Filed on Apr 21, 2022
1
$3.85 - $6.71 $3.85 - $6.71
CVS
Cvs Health Corp

Healthcare
Q4 2021 Filed on Apr 21, 2022
320
$83.15 - $103.7 $26.6K - $33.2K
DHR
Danaher Corp

Healthcare
Q4 2021 Filed on Apr 21, 2022
250
$292.08 - $329.01 $73K - $82.3K
DDOG
Datadog, Inc.

Technology
Q4 2021 Filed on Apr 21, 2022
50
$137.1 - $196.56 $6.86K - $9.83K
CHPT
Charge Point Holdings, Inc.

Consumer Cyclical
Q4 2021 Filed on Apr 21, 2022
200
$17.76 - $27.69 $3.55K - $5.54K
DBVT
Dbv Technologies S.A.

Healthcare
Q4 2021 Filed on Apr 21, 2022
215
$1.39 - $5.58 $299 - $1.2K
DE
Deere & CO

Industrials
Q4 2021 Filed on Apr 21, 2022
189
$329.0 - $367.86 $62.2K - $69.5K
AHT
Ashford Hospitality Trust Inc

Real Estate
Q4 2021 Filed on Apr 21, 2022
50
$9.45 - $15.79 $472 - $790
DAL
Delta Air Lines, Inc.

Industrials
Q4 2021 Filed on Apr 21, 2022
310
$33.53 - $45.38 $10.4K - $14.1K
DEO
Diageo PLC

Consumer Defensive
Q4 2021 Filed on Apr 21, 2022
15
$192.75 - $221.79 $2.89K - $3.33K
DLR
Digital Realty Trust, Inc.

Real Estate
Q4 2021 Filed on Apr 21, 2022
115
$139.73 - $176.87 $16.1K - $20.3K
DFS
Discover Financial Services

Financial Services
Q4 2021 Filed on Apr 21, 2022
215
$106.13 - $132.99 $22.8K - $28.6K
DOCU
Docusign, Inc.

Technology
Q4 2021 Filed on Apr 21, 2022
50
$135.09 - $284.11 $6.75K - $14.2K
DLTR
Dollar Tree, Inc.

Consumer Defensive
Q4 2021 Filed on Apr 21, 2022
25
$97.11 - $146.61 $2.43K - $3.67K
VEU
Vanguard Ftse All World Ex Us

ETFs
Q4 2021 Filed on Apr 21, 2022
2
$59.38 - $63.62 $119 - $127
MMM
3 M CO

Industrials
Q4 2021 Filed on Apr 21, 2022
200
$170.04 - $183.66 $34K - $36.7K
ALL
Allstate Corp

Financial Services
Q4 2021 Filed on Apr 21, 2022
4
$107.13 - $129.0 $429 - $516
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
Q4 2021 Filed on Apr 21, 2022
68
$30.56 - $37.19 $2.08K - $2.53K
SDOG
Alps Sector Dividend Dogs ETF

ETFs
Q4 2021 Filed on Apr 21, 2022
565
$50.02 - $53.73 $28.3K - $30.4K
ALT
Altimmune, Inc.

Healthcare
Q4 2021 Filed on Apr 21, 2022
300
$8.69 - $12.48 $2.61K - $3.74K
MO
Altria Group, Inc.

Consumer Defensive
Q4 2021 Filed on Apr 21, 2022
26
$42.64 - $48.7 $1.11K - $1.27K
AMRN
Amarin Corp Plcuk

Healthcare
Q4 2021 Filed on Apr 21, 2022
1,730
$3.24 - $5.18 $5.61K - $8.96K
AMCR
Amcor PLC

Consumer Cyclical
Q4 2021 Filed on Apr 21, 2022
15
$11.26 - $12.39 $169 - $186
AEO
American Eagle Outfitters Inc

Consumer Cyclical
Q4 2021 Filed on Apr 21, 2022
650
$22.12 - $28.79 $14.4K - $18.7K
AEP
American Electric Power CO Inc

Utilities
Q4 2021 Filed on Apr 21, 2022
90
$80.28 - $88.97 $7.23K - $8.01K
RTL
Necessity Retail Reit, Inc.

Real Estate
Q4 2021 Filed on Apr 21, 2022
9,443
$25.82 - $27.06 $244K - $256K
AIG
American International Group, Inc.

Financial Services
Q4 2021 Filed on Apr 21, 2022
127
$51.72 - $61.08 $6.57K - $7.76K
AMP
Ameriprise Financial Inc

Financial Services
Q4 2021 Filed on Apr 21, 2022
19
$264.89 - $310.24 $5.03K - $5.89K
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