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 |
|---|---|---|---|---|---|---|---|---|---|
| Snap-On Inc | Equity | 1801 | $16,175 | 56 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| Vanguard Russell 2000 ETF | ExchTradedFund | 1802 | $16,138 | 199 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| Lithia Motors Inc | Equity | 1803 | $16,134 | 49 | 0.00 | 0.00 | -1,313 | -96.40 | 12-31-2023 |
| Royal Caribbean Crui | Equity | 1804 | $15,668 | 121 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
