Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ATLAS PRIVATE WEALTH MANAGEMENT LLC | 04-15-2024 | 03-31-2024 | 119 | 237,964,786 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES 1-3 YEAR TREASURY BOND ETF | ETF | 1 | $9,143,311 | 111,804 | 0.00 | 0.00 | 13,981 | 14.29 | 03-31-2024 |
| JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF | ETF | 2 | $8,535,026 | 168,211 | 0.00 | 168,211 | +Inf | 03-31-2024 | |
| ISHARES YIELD OPTIMIZED BOND ETF | ETF | 3 | $8,433,516 | 377,165 | 0.00 | 377,165 | +Inf | 03-31-2024 | |
| FIRST TRUST LOW DURATION OPPORTUNITIES ETF | ETF | 4 | $7,702,070 | 159,628 | 0.00 | 0.00 | 2,819 | 1.80 | 03-31-2024 |
