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 |
|---|---|---|---|---|---|---|---|---|---|
| Abbott Laboratories | Equity | 151 | $1,686,381 | 15,321 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| Vanguard Ftse All-World Ex-US ETF | ExchTradedFund | 152 | $1,666,061 | 29,676 | 0.00 | 0.00 | 2,109 | 7.65 | 12-31-2023 |
| Verizon Communications Inc | Equity | 153 | $1,659,210 | 44,010 | 0.00 | 0.00 | 5,737 | 14.99 | 12-31-2023 |
| Berkshire Htwy Cl A | Equity | 154 | $1,627,875 | 300 | 0.00 | 300 | +Inf | 12-31-2023 |
