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  Name: Atlantic Private Wealth LLC
  City: CHAPEL HILL
  State: NC
  Zip: 27516
   
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Portfolio Summary View Filing
  Filing Report Date : 2023-12-31
  Total Value : $111,962,000
  Total Value Change : $12,955,000
  Securities Held Change : -5
   
All Securities Held : 106
  New Positions : 8
  Closed Positions : 13
  Increased Positions : 25
  Unchanged Positions : 54
  Decreased Positions : 19

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Holdings Found : 5     View All Holdings Currently Viewing:  New 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
   (IBTF)1 Year Chart         IBTF Ishares Ibonds Dec 2025 Ter... New $0.00 $3,155,000 135,512 2.82% 3,155,000 135,512 1.506    N/A
   (APRH)1 Year Chart         APRH Innovator Premium Income 20... 37 New $0.00 $148,000 5,976 0.13% 148,000 5,976 0.066    N/A
   (USEP)1 Year Chart         USEP Innovator S&p 500 Ultra Buf... 41 New $0.00 $110,000 3,500 0.1% 110,000 3,500 0.012    N/A
   (OCTJ)1 Year Chart         OCTJ Innovator Premium Income 30... New $0.00 $100,000 4,166 0.09% 100,000 4,166 0.046    N/A
   (VT)1 Year Chart         VT Vanguard Total World Stock ... 70 New $112.17 $18,000 840 0.02% 18,000 840 0    Closed - End Fund - E...
      5 Records Found
  1    
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