Atlas Private Wealth Advisors Purchases and Sells in Q4 2024

Atlas Private Wealth Advisors

$688 Million
Q4 2024

Top Buys

Incresed Positions

68 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPLG	36.4K + 431.74%	$66.77 - $71.52 $2.43M - $2.6M	44.9K $3.09M
PWV	40.4K + 17.07%	$56.33 - $61.73 $2.28M - $2.5M	277K $15.8M
DGRO	36.9K + 13.69%	$60.73 - $64.94 $2.24M - $2.4M	306K $18.8M
TLT	22.4K + 149.13%	$87.1 - $98.49 $1.96M - $2.21M	37.5K $3.27M
AAPL	39 + 0.04%	$221.69 - $259.02 $8.65K - $10.1K	97.4K $24.4M
AGG	12.5K + 119.24%	$96.64 - $101.23 $1.21M - $1.27M	23K $2.23M

New Holdings

21 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BUFD	202K New	$24.94 - $25.74 $5.03M - $5.19M	202K $5.14M
CWI	170K New	$27.88 - $30.51 $4.74M - $5.19M	170K $4.75M
OBND	109K New	$25.65 - $26.37 $2.8M - $2.88M	109K $2.8M
SPTM	34.1K New	$69.3 - $74.3 $2.36M - $2.53M	34.1K $2.43M
QQQM	11.5K New	$198.04 - $221.51 $2.27M - $2.54M	11.5K $2.42M
BUFR	65K New	$29.73 - $30.81 $1.93M - $2M	65K $1.98M

Top Sells

Reduced Positions

56 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPHY	-740K - 43.14%	$23.29 - $23.93 $17.2M - $17.7M	975K $22.9M
SPDW	-17.2K - 1.98%	$34.13 - $37.35 $588K - $643K	854K $29.2M
RSP	-8.69K - 2.89%	$174.22 - $187.62 $1.51M - $1.63M	292K $51.2M
SPEM	-3.99K - 1.31%	$38.37 - $42.82 $153K - $171K	301K $11.6M
QQEW	-4.59K - 2.38%	$123.69 - $133.68 $568K - $614K	188K $23.5M
USMV	-6.7K - 26.76%	$88.59 - $94.57 $594K - $634K	18.3K $1.63M

Activity Summary All Purchases 89 New Holdings 21 Increased Positions 68 All Sells 56 Reductions 56 Sold out 0 Calls 0 Puts 0

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