Independent Solutions Wealth Management, LLC American Tower Corp Transaction History

Independent Solutions Wealth Management, LLC

$442 Billion
Q3 2024

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Dec 19, 2024	SELL	$224.72 - $268.62 $253,034 - $302,466	-1,126 Closed	0 $0
Q1 2022 Dec 19, 2024	SELL	$226.87 - $286.38 $35,391 - $44,675	-156 Reduced 12.17%	1,126 $283 Million
Q4 2021 Dec 19, 2024	SELL	$257.53 - $292.5 $73,653 - $83,655	-286 Reduced 18.24%	1,282 $375 Million
Q3 2021 Dec 19, 2024	SELL	$265.41 - $303.62 $62,636 - $71,654	-236 Reduced 13.08%	1,568 $416 Million
Q2 2021 Dec 19, 2024	SELL	$240.06 - $272.79 $2,880 - $3,273	-12 Reduced 0.66%	1,804 $487 Million
Q1 2021 Dec 19, 2024	SELL	$198.66 - $241.83 $32,977 - $40,143	-166 Reduced 8.38%	1,816 $434 Million
Q4 2020 Dec 19, 2024	SELL	$216.72 - $246.38 $310,993 - $353,555	-1,435 Reduced 42.0%	1,982 $445 Million
Q3 2020 Dec 19, 2024	BUY	$235.71 - $271.29 $29,228 - $33,639	124 Added 3.77%	3,417 $826 Million
Q2 2020 Dec 19, 2024	BUY	$206.97 - $267.39 $61,884 - $79,949	299 Added 9.99%	3,293 $851 Million
Q1 2020 Dec 19, 2024	SELL	$179.09 - $256.9 $16,476 - $23,634	-92 Reduced 2.98%	2,994 $652 Million
Q4 2019 Dec 13, 2024	BUY	$205.69 - $229.82 $634,759 - $709,224	3,086 New	3,086 $709 Million

Others Institutions Holding AMT

# of Institutions

2,037

Shares Held

412M

Call Options Held

2.78M

Put Options Held

2.35M

Vanguard Group Inc Valley Forge, PA

62.5M
Shares

$11.5 Billion
0.27% of portfolio
Black Rock Inc. New York, NY

38.1M
Shares

$7.04 Billion
0.17% of portfolio
State Street Corp Boston, MA

21.2M
Shares

$3.91 Billion
0.2% of portfolio
Cohen & Steers, Inc. New York, NY

15.7M
Shares

$2.91 Billion
6.51% of portfolio
Wellington Management Group LLP Boston, MA

11.4M
Shares

$2.1 Billion
0.48% of portfolio

View Full List

About AMERICAN TOWER CORP

Ticker AMT
Exchange NYSE
Sector Real Estate
Industry REIT—Specialty
Shares Outstandng 465,587,008
Market Cap $86B
Description
American Tower Corporation, one of the largest global REITs, is a leading independent owner, operator and developer of multitenant communications real estate with a portfolio of approximately 219,000 communications sites. For more information about American Tower, please visit the ?Earnings Materials? and ?Investor Presentations? sections of our...

More about AMT

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