Atlantic Private Wealth, LLC Purchases and Sells in Q4 2024

Atlantic Private Wealth, LLC

$131 Million
Q4 2024

Top Buys

Incresed Positions

46 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IBTF	125K + 48.53%	$23.25 - $23.37 $2.91M - $2.92M	383K $8.92M
IBTG	48.1K + 62.35%	$22.72 - $23.0 $1.09M - $1.11M	125K $2.86M
VTI	13 + 0.03%	$280.04 - $302.45 $3.64K - $3.93K	47.8K $13.9M
IBTL	10.4K + 24.52%	$19.7 - $20.82 $205K - $217K	52.9K $1.05M
AAPL	321 + 18.16%	$221.69 - $259.02 $71.2K - $83.1K	2.09K $523K
VUG	2 + 0.11%	$378.79 - $428.11 $758 - $856	1.86K $761K

New Holdings

24 operations

Stock	Shares change	Price Range	Shares Held	Trade History
UOCT	8.58K New	$34.64 - $35.72 $297K - $306K	8.58K $302K
BIL	2.2K New	$91.29 - $91.8 $201K - $202K	2.2K $201K
CL	1.75K New	$90.22 - $102.31 $158K - $179K	1.75K $159K
ITW	125 New	$253.56 - $278.5 $31.7K - $34.8K	125 $31K
NSC	125 New	$230.6 - $277.0 $28.8K - $34.6K	125 $29K
AEE	250 New	$85.81 - $94.98 $21.5K - $23.7K	250 $22K

Top Sells

Reduced Positions

19 operations

Stock	Shares change	Price Range	Shares Held	Trade History
EAGG	-5.56K - 6.19%	$46.33 - $48.6 $258K - $270K	84.2K $3.91M
VOO	-335 - 38.55%	$521.84 - $558.82 $175K - $187K	534 $287K
IBTK	-434 - 0.41%	$19.11 - $20.04 $8.29K - $8.7K	105K $2.01M
IVW	-1.03K - 39.11%	$94.43 - $105.47 $97K - $108K	1.6K $162K
IBTJ	-878 - 1.0%	$21.25 - $22.07 $18.7K - $19.4K	86.8K $1.85M
XJR	-1.01K - 5.89%	$40.62 - $45.4 $40.9K - $45.8K	16.1K $662K

Activity Summary All Purchases 70 New Holdings 24 Increased Positions 46 All Sells 19 Reductions 19 Sold out 0 Calls 0 Puts 0

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