Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: Atlas Private Wealth Management
  City: ALBANY
  State: NY
  Zip: 12205
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $237,965,000
  Total Value Change : $25,241,000
  Securities Held Change : 2
   
All Securities Held : 119
  New Positions : 5
  Closed Positions : 3
  Increased Positions : 75
  Unchanged Positions : 11
  Decreased Positions : 28

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
 Download  
 
    Free Registration Required For Full Results

   
Holdings Found : 5     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
     Menu
Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (IJH)1 Year Chart         IJH iShares S&P MidCap 400 Index 82 New $57.83 $716,000 11,794 0.3% 716,000 11,794 0.005    Closed - End Fund - E...
   (MUNI)1 Year Chart         MUNI PIMCO Intermediate Municipa... 98 New $52.27 $408,000 7,780 0.17% 408,000 7,780 0.009    Closed - End Fund - Debt
   (HYMB)1 Year Chart         HYMB Spdr Nuveen S&p High Yi... 107 New $25.81 $262,000 10,200 0.11% 262,000 10,200 0.005    N/A
   (LOW)1 Year Chart         LOW Lowes Companies Inc 112 New $223.35 $244,000 957 0.1% 244,000 957 0    Home Improvement Stores
   (AMD)1 Year Chart         AMD Advanced Micro Devices Inc 118 New $159.63 $204,000 1,130 0.09% 204,000 1,130 0    Semiconductor- Broad...

      5 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results