Atlantic Private Wealth, LLC's ownership history for JEPI

Atlantic Private Wealth, LLC currently holds 12.1K shares with a market value of $688.3K. It started holding JEPI on 2024-09-30. At its peak, it held 12.1K shares on 2025-09-30. Its highest holding value was $688.3K on 2025-09-30. At its lowest, it held 7.0K shares on 2024-09-30, with a value of $400.4K on 2025-06-30. In the recent 180 days, Atlantic Private Wealth, LLC has increased its shares by 5.0K. In the recent year, Atlantic Private Wealth, LLC has increased its shares by 5.0K.