Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ATLAS CAPITAL ADVISORS LLC | 02-14-2024 | 12-31-2023 | 962 | 690,690,521 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| Procter Gamble Co | Equity | 1 | $41,065,404 | 280,233 | 0.01 | 0.01 | -2,477 | -0.88 | 12-31-2023 |
| Vanguard Total World Stock ETF | ExchTradedFund | 2 | $25,003,815 | 243,038 | 0.00 | 0.00 | 184,108 | 312.42 | 12-31-2023 |
| Microsoft Corp | Equity | 3 | $24,790,436 | 65,925 | 0.00 | 0.00 | 4,754 | 7.77 | 12-31-2023 |
| Austex Oil Ltd | Equity | 4 | $18,743,775 | 518,500 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
