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 |
|---|---|---|---|---|---|---|---|---|---|
| Fidelity MSCI Consumer Staples ETF | ExchTradedFund | 101 | $2,857,257 | 64,021 | 0.00 | 0.00 | -5,670 | -8.14 | 12-31-2023 |
| Deere Co | Equity | 102 | $2,842,675 | 7,109 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| Mckesson Corp | Equity | 103 | $2,726,489 | 5,889 | 0.00 | 0.00 | 202 | 3.55 | 12-31-2023 |
| JP Morgan Betabuilders Canada ETF | ExchTradedFund | 104 | $2,648,714 | 41,308 | 0.00 | 0.00 | 6,881 | 19.99 | 12-31-2023 |
