Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
ATLAS CAPITAL ADVISORS LLC | 02-14-2024 | 12-31-2023 | 962 | 690,690,521 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
Southwest Airlines Co | Equity | 1751 | $19,580 | 678 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
Molina Healthcare Inc | Equity | 1752 | $19,510 | 54 | 0.00 | 0.00 | 48 | 800.00 | 12-31-2023 |
iShares US Oil And Gas Explor Prod ETF | ExchTradedFund | Liquidated | $0 | 0 | 0.00 | 0.00 | -100 | -33.33 | 12-31-2023 |
Best Buy Co Inc | Equity | 1754 | $19,178 | 245 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |