Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Integrated Wealth Concepts »

Atlas Energy Solutions Inc Com Class A shares owned by Integrated Wealth Concepts

Quarter-by-quarter ownership of Atlas Energy Solutions Inc Com Class A (AESI) shares owned by Integrated Wealth Concepts from 13F filings

Historical chart of Integrated Wealth Concepts investment in Atlas Energy Solutions Inc Com Class A

Tip: Access up to 7 years of quarterly data

All positions including Atlas Energy Solutions Inc Com Class A held by Integrated Wealth Concepts consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Quarterly reported holdings in Atlas Energy Solutions Inc Com Class A by Integrated Wealth Concepts

Quarter filed	Position value	Share count	Share price at filing
2025-12-31	$603k	64k	9.42
2025-09-30	$127k	11k	11.37
2025-06-30	$149k	11k	13.37
2025-03-31	$199k	11k	17.84
2024-12-31	$258k	12k	22.18
2024-09-30	$253k	12k	21.80

More positions owned by Integrated Wealth Concepts

Bny Mellon MF Closed and MF Open (BKLC)

Aptus Collared MF Closed and MF Open (ACIO)

Ishares Core MF Closed and MF Open (IVV)

Aptus Defined MF Closed and MF Open (DRSK)

Apple Common Stock (AAPL)

Jpmorgan Betabuilders MF Closed and MF Open (BBIN)

Nvidia Corp Common Stock (NVDA)

Microsoft Corp Common Stock (MSFT)

Ishares Msci MF Closed and MF Open (QUAL)

Ishares U S MF Closed and MF Open (DYNF)

Goldman Sachs MF Closed and MF Open (GSEW)

Dimensional Us MF Closed and MF Open (DFAC)

Spdr Series Trust MF Closed and MF Open (SPYM)

Vanguard Total MF Closed and MF Open (BND)

Schwab Strategic Tr MF Closed and MF Open (SCHX)

View all positions for Integrated Wealth Concepts

Top funds holding Atlas Energy Solutions Inc Com Class A

Barrow, Hanley, Mewhinney & Strauss

State Street Corporation

Henderson Group

UBS Group

St. Denis J. Villere & Co

Pine Ridge Advisers

Geode Capital Management

Frontier Capital Management

Dimensional Fund Advisors

Evergreen Capital Management

View all funds holding Atlas Energy Solutions Inc Com Class A

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z