Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
ATLAS CAPITAL ADVISORS LLC | 02-14-2024 | 12-31-2023 | 962 | 690,690,521 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
Fomento Economico Mexicano Sab De Cv | Equity | 1151 | $95,155 | 730 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
iShares S P Pref Stk ETF | ExchTradedFund | 1152 | $95,035 | 3,047 | 0.00 | 0.00 | -62 | -1.99 | 12-31-2023 |
Lg Asia Pacific Exjapan ETF | ExchTradedFund | 1153 | $94,014 | 7,314 | 0.00 | 0.00 | 399 | 5.77 | 12-31-2023 |
Ford Motor Co | Equity | 1154 | $93,960 | 7,708 | 0.00 | 0.00 | -21,398 | -73.52 | 12-31-2023 |