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 |
|---|---|---|---|---|---|---|---|---|---|
| Southwestern Energy Co | Equity | 1501 | $37,688 | 5,754 | 0.00 | 5,754 | +Inf | 12-31-2023 | |
| iShares S P 500 Growth ETF | ExchTradedFund | 1502 | $37,550 | 500 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| iShares Barclays Tips Bond ETF | ExchTradedFund | 1503 | $37,406 | 348 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| Travel And Leisure Co | Equity | 1504 | $37,057 | 948 | 0.00 | 0.00 | 618 | 187.27 | 12-31-2023 |
