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 |
|---|---|---|---|---|---|---|---|---|---|
| CHEVRON CORP NEW COM | Stock | 101 | $683,926 | 4,336 | 0.00 | 0.00 | -94 | -2.12 | 03-31-2024 |
| ISHARES US INFRASTRUCTURE ETF | ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | 76 | 0.41 | 03-31-2024 |
| RTX CORPORATION COM | Stock | 103 | $663,332 | 6,801 | 0.00 | 0.00 | -87 | -1.26 | 03-31-2024 |
| TEXAS INSTRS INC COM | Stock | 104 | $644,953 | 3,702 | 0.00 | 0.00 | 326 | 9.66 | 03-31-2024 |
