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
Tencent Holdings Limited Unsp Adr Each R Equity 1401 $49,580 1,312 0.00 0.00 0 0.00 12-31-2023
Wells Fargo 4.25 Perp Pfd PrefStock 1402 $49,339 2,775 0.00 0.00 0 0.00 12-31-2023
SPDR S P 500 Value ETF ExchTradedFund 1403 $49,194 1,055 0.00 0.00 0 0.00 12-31-2023
Vodafone Group Plc- Adr Equity 1404 $48,928 5,624 0.00 5,624 +Inf 12-31-2023
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