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

Integrated Wealth Concepts’s Portfolio AESI Stock Details AESI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$149K Sell
11,109
-28
-0.3% -$374 ﹤0.01% 1801
2025
Q1 		$199K Sell
11,137
-472
-4% -$8.42K ﹤0.01% 1631
2024
Q4 		$257K Hold
11,609
– – ﹤0.01% 1456
2024
Q3 		$253K Buy
+11,609
New +$253K ﹤0.01% 1445