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 |
|---|---|---|---|---|---|---|---|---|---|
| iShares MSCI EAFE ETF | ExchTradedFund | 1701 | $22,529 | 299 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| Ocular Therapeutix Inc | Equity | 1702 | $22,300 | 5,000 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| iShares Floating Rate Bond ETF | ExchTradedFund | 1703 | $21,766 | 430 | 0.00 | 430 | +Inf | 12-31-2023 | |
| Ark Genomic REVolution ETF | ExchTradedFund | 1704 | $21,326 | 650 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
