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 |
|---|---|---|---|---|---|---|---|---|---|
| Vanguard Inter-Term Bond ETF | ExchTradedFund | 1451 | $42,925 | 562 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| Meg Energy Corp | Equity | 1452 | $42,841 | 2,398 | 0.00 | 0.00 | -367 | -13.27 | 12-31-2023 |
| Westrock Co | Equity | 1453 | $42,142 | 1,015 | 0.00 | 1,015 | +Inf | 12-31-2023 | |
| Archer-Daniels-Mid | Equity | 1454 | $42,032 | 582 | 0.00 | 0.00 | -391 | -40.18 | 12-31-2023 |
