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 |
|---|---|---|---|---|---|---|---|---|---|
| Daqo New Energy Corp | Equity | 1201 | $83,071 | 3,123 | 0.00 | 0.00 | 2,364 | 311.46 | 12-31-2023 |
| Nuveen ESG Large-Cap Value ETF | ExchTradedFund | 1202 | $82,018 | 2,284 | 0.00 | 0.00 | -3,469 | -60.30 | 12-31-2023 |
| Sofi Technologies Inc | Equity | 1203 | $81,639 | 8,205 | 0.00 | 0.00 | -1,545 | -15.85 | 12-31-2023 |
| iShares SP500 ConsStaples UCITS ETF | ExchTradedFund | 1204 | $81,248 | 10,370 | 0.00 | 0.00 | 1,480 | 16.65 | 12-31-2023 |
