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Company Main View
Name:
Atlantic Private Wealth LLC
City:
CHAPEL HILL
State:
NC
Zip:
27516
Achive data
View Filing Period:
Current Quarter
2023-12-31
2023-09-30
2023-06-30
2023-03-31
2022-12-31
2022-09-30
2022-06-30
2022-03-31
2021-12-31
Portfolio Summary
View Filing
Filing Report Date :
2024-03-31
Total Value :
$120,211,000
Total Value Change :
$8,249,000
Securities Held Change :
5
All Securities Held :
111
New Positions
:
9
Closed Positions
:
5
Increased Positions
:
30
Unchanged Positions
:
58
Decreased Positions
:
14
Download
Free Registration Required For Full Results
Holdings Found :
5
View All Holdings
Currently Viewing:
Closed Positions
Page 1 of 1
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Ticker
Company Name
Position
Rank
New/Closed
Postion
Last
Close
Value
Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
% of Company
Industry
PRU
Prudential Financial Inc
101
Closed
$121.31
$0
0
0%
-1,000
-13
0
Life & Health Insurance
AI
C3.ai, Inc.
100
Closed
$26.39
$0
0
0%
-26,000
-907
0
N/A
LLY
Eli Lilly & Co
99
Closed
$770.00
$0
0
0%
-82,000
-140
0
Drug Manufacturers - ...
ARWR
Arrowhead Pharmaceuticals Inc
98
Closed
$24.77
$0
0
0%
-92,000
-3,000
0
Business Services
SGOV
Ishares 03 Month Treasury B...
102
Closed
$0.00
$0
0
0%
-1,593,000
-15,892
0
N/A
5
Records Found
1
Page 1 of 1
Download:
Download: Holdings - Current Quarter Only
Summary:
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