Atlantic Private Wealth, LLC Purchases and Sells in Q3 2025

Atlantic Private Wealth, LLC

$144 Million
Q3 2025

Top Buys

Incresed Positions

39 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IBTG	43.2K + 22.18%	$22.84 - $22.95 $987K - $992K	238K $5.47M
VXUS	3.56K + 3.54%	$68.24 - $73.73 $243K - $262K	104K $7.64M
VXF	534 + 1.91%	$193.58 - $213.07 $103K - $114K	28.5K $5.97M
SGOV	5.45K + 8.59%	$100.37 - $100.74 $547K - $549K	68.9K $6.94M
IVV	479 + 16.52%	$620.67 - $670.08 $297K - $321K	3.38K $2.26M
IBTH	18.5K + 12.25%	$22.36 - $22.52 $413K - $416K	169K $3.81M

New Holdings

23 operations

Stock	Shares change	Price Range	Shares Held	Trade History
PAUG	14.8K New	$40.45 - $42.49 $599K - $629K	14.8K $628K
PJUL	6.8K New	$43.83 - $45.64 $298K - $310K	6.8K $310K
IQDF	5.23K New	$27.02 - $28.94 $141K - $151K	5.23K $149K
DOV	858 New	$165.59 - $190.9 $142K - $164K	858 $143K
RYLD	9.41K New	$14.46 - $15.29 $136K - $144K	9.41K $141K
IJUL	3.39K New	$31.5 - $32.72 $107K - $111K	3.39K $110K

Top Sells

Reduced Positions

16 operations

Stock	Shares change	Price Range	Shares Held	Trade History
TSLA	-1.2K - 96.14%	$293.94 - $444.72 $351K - $531K	48 $21K
XLE	-3.77K - 9.05%	$84.25 - $91.99 $318K - $347K	37.9K $3.38M
IBTK	-6.03K - 15.23%	$19.57 - $19.98 $118K - $120K	33.6K $667K
IBTL	-2.98K - 10.23%	$20.18 - $20.7 $60K - $61.6K	26.1K $537K
EAGG	-1.78K - 2.11%	$46.86 - $48.27 $83.2K - $85.7K	82.5K $3.96M
IBTJ	-1.86K - 4.2%	$21.68 - $22.04 $40.3K - $40.9K	42.4K $931K

Activity Summary All Purchases 62 New Holdings 23 Increased Positions 39 All Sells 16 Reductions 16 Sold out 0 Calls 0 Puts 0

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