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 |
|---|---|---|---|---|---|---|---|---|---|
| OTIS WORLDWIDE CORP COM | Stock | 151 | $235,369 | 2,371 | 0.00 | 2,371 | +Inf | 03-31-2024 | |
| SPDR S&P DIVIDEND ETF | ETF | 152 | $223,196 | 1,701 | 0.00 | 0.00 | -252 | -12.90 | 03-31-2024 |
| VANGUARD GROWTH ETF | ETF | 153 | $223,042 | 648 | 0.00 | 648 | +Inf | 03-31-2024 | |
| COGNIZANT TECHNOLOGY SOLUTIONS CL A | Stock | 154 | $221,849 | 3,027 | 0.00 | 0.00 | -202 | -6.26 | 03-31-2024 |
