Atlas Private Wealth Advisors Closed Holding Positions

Atlas Private Wealth Advisors

  • $691 Million
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
SLV
I Shares Silver Trust

ETFs
Q4 2021 Filed on Apr 21, 2022
1,781
$20.3 - $23.42 $36.2K - $41.7K
IYW
Ishares Dj Us Tech ETF

ETFs
Q4 2021 Filed on Apr 21, 2022
320
$100.11 - $117.09 $32K - $37.5K
TIP
Ishares Tr Tips Bd ETF

ETFs
Q4 2021 Filed on Apr 21, 2022
321
$127.7 - $130.86 $41K - $42K
LYB
Lyondell Basell Industries N.V.

Basic Materials
Q4 2021 Filed on Apr 21, 2022
2
$84.55 - $99.46 $169 - $199
Agile Therapeutics
Q4 2021 Filed on Apr 21, 2022
2,500
N/A
AFL
Aflac Inc

Financial Services
Q4 2021 Filed on Apr 21, 2022
248
$52.77 - $58.79 $13.1K - $14.6K
LPLA
Lpl Financial Holdings Inc.

Financial Services
Q4 2021 Filed on Apr 21, 2022
178
$152.65 - $175.02 $27.2K - $31.2K
KTB
Kontoor Brands, Inc.

Consumer Cyclical
Q4 2021 Filed on Apr 21, 2022
7
$47.41 - $61.01 $332 - $427
LHX
L3 Harris Technologies, Inc.

Industrials
Q4 2021 Filed on Apr 21, 2022
30
$202.02 - $244.73 $6.06K - $7.34K
LMT
Lockheed Martin Corp

Industrials
Q4 2021 Filed on Apr 21, 2022
68
$326.31 - $376.33 $22.2K - $25.6K
LRCX
Lam Research Corp

Technology
Q4 2021 Filed on Apr 21, 2022
39
$544.41 - $726.75 $21.2K - $28.3K
ADNT
Adient PLC

Consumer Cyclical
Q4 2021 Filed on Apr 21, 2022
12
$40.32 - $48.72 $484 - $585
LVS
Las Vegas Sands Corp

Consumer Cyclical
Q4 2021 Filed on Apr 21, 2022
249
$33.98 - $42.64 $8.46K - $10.6K
LIN
Linde PLC

Basic Materials
Q4 2021 Filed on Apr 21, 2022
66
$294.65 - $346.43 $19.4K - $22.9K
LIND
Lindblad Expeditions Holdings, Inc.

Consumer Cyclical
Q4 2021 Filed on Apr 21, 2022
850
$13.21 - $17.64 $11.2K - $15K
LPTH
Lightpath Technologies Inc

Technology
Q4 2021 Filed on Apr 21, 2022
3,206
$1.76 - $2.44 $5.64K - $7.82K
LEVI
Levi Strauss & CO

Consumer Cyclical
Q4 2021 Filed on Apr 21, 2022
200
$23.04 - $28.28 $4.61K - $5.66K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
Q4 2021 Filed on Apr 21, 2022
39
$370.57 - $477.91 $14.5K - $18.6K
KGC
Kinross Gold Corp

Basic Materials
Q4 2021 Filed on Apr 21, 2022
400
$5.04 - $7.02 $2.02K - $2.81K
AOD
Aberdeen Total Dynamic Dividend Fund

Financial Services
Q4 2021 Filed on Apr 21, 2022
1,000
$9.6 - $10.42 $9.6K - $10.4K
J
Jacobs Engineering Group Inc

Industrials
Q4 2021 Filed on Apr 21, 2022
1,022
$131.36 - $148.45 $134K - $152K
ATVI
Activision Blizzard, Inc.

Communication Services
Q4 2021 Filed on Apr 21, 2022
88
$57.28 - $81.19 $5.04K - $7.14K
JAZZ
Jazz Pharmaceuticals PLC

Healthcare
Q4 2021 Filed on Apr 21, 2022
125
$119.87 - $145.67 $15K - $18.2K
JD
Jd.Com, Inc.

Consumer Cyclical
Q4 2021 Filed on Apr 21, 2022
10
$65.63 - $91.55 $656 - $916
ACM
Aecom

Industrials
Q4 2021 Filed on Apr 21, 2022
43
$62.27 - $77.35 $2.68K - $3.33K
AVK
Advent Convertible & Income Fund

Financial Services
Q4 2021 Filed on Apr 21, 2022
2,700
$17.37 - $19.39 $46.9K - $52.4K
JCI
Johnson Controls International PLC

Industrials
Q4 2021 Filed on Apr 21, 2022
6
$68.16 - $81.31 $409 - $488
KPTI
Karyopharm Therapeutics Inc.

Healthcare
Q4 2021 Filed on Apr 21, 2022
3,500
$5.21 - $8.61 $18.2K - $30.1K
LYFT
Lyft, Inc.

Technology
Q4 2021 Filed on Apr 21, 2022
100
$37.46 - $56.26 $3.75K - $5.63K
KEY
Keycorp

Financial Services
Q4 2021 Filed on Apr 21, 2022
276
$22.06 - $24.2 $6.09K - $6.68K
KIM
Kimco Realty Corp

Real Estate
Q4 2021 Filed on Apr 21, 2022
200
$21.48 - $24.65 $4.3K - $4.93K
LVHD
Franklin U.S. Low Volatility H

ETFs
Q4 2021 Filed on Apr 21, 2022
3,604
$36.22 - $40.04 $131K - $144K
IWS
Ishares Russell Midcap Value E

ETFs
Q4 2021 Filed on Apr 21, 2022
30
$114.04 - $122.75 $3.42K - $3.68K
ADI
Analog Devices Inc

Technology
Q4 2021 Filed on Apr 21, 2022
236
$164.02 - $188.8 $38.7K - $44.6K
IEMG
Ishares Inc

ETFs
Q4 2021 Filed on Apr 21, 2022
608
$57.97 - $64.38 $35.2K - $39.1K
HEFA
Ishares Currency Hedged Msci E

ETFs
Q4 2021 Filed on Apr 21, 2022
2,150
$33.99 - $36.33 $73.1K - $78.1K
AEO
American Eagle Outfitters Inc

Consumer Cyclical
Q4 2021 Filed on Apr 21, 2022
650
$22.12 - $28.79 $14.4K - $18.7K
NKE
Nike, Inc.

Consumer Cyclical
Q4 2021 Filed on Apr 21, 2022
115
$147.06 - $177.51 $16.9K - $20.4K
ACWV
Ishares Msci Global Min Vol Fa

ETFs
Q4 2021 Filed on Apr 21, 2022
555
$102.29 - $108.28 $56.8K - $60.1K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
Q4 2021 Filed on Apr 21, 2022
1,892
$74.33 - $77.96 $141K - $148K
DVYE
Ishares Emerging Markets Divid

ETFs
Q4 2021 Filed on Apr 21, 2022
892
$36.8 - $40.11 $32.8K - $35.8K
IGV
Ishares Expanded Tech Software

ETFs
Q4 2021 Filed on Apr 21, 2022
15
$384.52 - $446.52 $5.77K - $6.7K
HYXU
Ishares Global Ex Usd High Yie

ETFs
Q4 2021 Filed on Apr 21, 2022
80
$51.85 - $55.57 $4.15K - $4.45K
AMCR
Amcor PLC

Consumer Cyclical
Q4 2021 Filed on Apr 21, 2022
15
$11.26 - $12.39 $169 - $186
IWD
Ishares Russell 1000 Val ETF

ETFs
Q4 2021 Filed on Apr 21, 2022
135
$157.12 - $168.08 $21.2K - $22.7K
AMRN
Amarin Corp Plcuk

Healthcare
Q4 2021 Filed on Apr 21, 2022
1,730
$3.24 - $5.18 $5.61K - $8.96K
AEP
American Electric Power CO Inc

Utilities
Q4 2021 Filed on Apr 21, 2022
90
$80.28 - $88.97 $7.23K - $8.01K
ASIX
Advan Six Inc.

Basic Materials
Q4 2021 Filed on Apr 21, 2022
32
$42.07 - $50.31 $1.35K - $1.61K
BSCN
Invesco Et Self Idxd Fd Tr Bul

ETFs
Q4 2021 Filed on Apr 21, 2022
2,363
$21.45 - $21.68 $50.7K - $51.2K
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