Valmark Advisers’s American Tower AMT Stock Holding History

Valmark Advisers’s Portfolio AMT Stock Details AMT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-1,052	Closed	-$233K	–	649
2025 Q2	$233K	Sell	1,052 -12	-1%	-$2.59K	﹤0.01%	602
2025 Q1	$232K	Buy	+1,064	New	+$209K	﹤0.01%	567
2024 Q4	–	Sell	-1,068	Closed	-$248K	–	593
2024 Q3	$248K	Sell	1,068 -83	-7%	-$18.4K	﹤0.01%	535
2024 Q2	$224K	Sell	1,151 -21	-2%	-$3.92K	﹤0.01%	530
2024 Q1	$231K	Hold	1,172	–	–	﹤0.01%	498
2023 Q4	$253K	Sell	1,172 -341	-23%	-$64.4K	﹤0.01%	452
2023 Q3	$249K	Sell	1,513 -3	-0.2%	-$548	0.01%	426
2023 Q2	$294K	Sell	1,516 -118	-7%	-$23.1K	0.01%	403
2023 Q1	$334K	Buy	1,634 +14	+0.9%	+$2.94K	0.01%	373
2022 Q4	$343K	Buy	1,620 +19	+1%	+$3.96K	0.01%	350
2022 Q3	$344K	Sell	1,601 -25	-2%	-$6.42K	0.01%	331
2022 Q2	$416K	Sell	1,626 -115	-7%	-$28.9K	0.01%	313
2022 Q1	$437K	Sell	1,741 -39	-2%	-$9.52K	0.01%	321
2021 Q4	$521K	Sell	1,780 -57	-3%	-$15.6K	0.01%	275
2021 Q3	$487K	Sell	1,837 -58	-3%	-$16.5K	0.01%	278
2021 Q2	$512K	Sell	1,895 -128	-6%	-$32.6K	0.01%	283
2021 Q1	$484K	Buy	2,023 +267	+15%	+$59.5K	0.01%	276
2020 Q4	$394K	Buy	+1,756	New	+$408K	0.01%	272

Other funds holding AMT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return