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 |
|---|---|---|---|---|---|---|---|---|---|
| MASTERCARD INCORPORATED CL A | Stock | 51 | $1,769,277 | 3,674 | 0.00 | 0.00 | 300 | 8.89 | 03-31-2024 |
| PEPSICO INC COM | Stock | 52 | $1,754,424 | 10,025 | 0.00 | 0.00 | 219 | 2.23 | 03-31-2024 |
| S&P GLOBAL INC COM | Stock | 53 | $1,728,756 | 4,063 | 0.00 | 0.00 | 294 | 7.80 | 03-31-2024 |
| INTERCONTINENTAL EXCHANGE INC COM | Stock | 54 | $1,703,028 | 12,392 | 0.00 | 0.00 | 625 | 5.31 | 03-31-2024 |
