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 |
|---|---|---|---|---|---|---|---|---|---|
| Crown Holdings Inc | Equity | 1001 | $138,135 | 1,500 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| Molson Coors Brewing Co | Equity | 1002 | $137,232 | 2,242 | 0.00 | 0.00 | -1,861 | -45.36 | 12-31-2023 |
| Schwab US Tips ETF | ExchTradedFund | 1003 | $136,659 | 2,618 | 0.00 | 0.00 | -2,084 | -44.32 | 12-31-2023 |
| Primerica Inc | Equity | 1004 | $135,595 | 659 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
