Integrated Wealth Concepts’s Atlas Energy Solutions AESI Stock Holding History

Integrated Wealth Concepts’s Portfolio AESI Stock Details AESI Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$127K	Buy
2025 Q2	$149K	Sell
2025 Q1	$199K	Sell
2024 Q4	$257K	Hold
2024 Q3	$253K	Buy