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 |
|---|---|---|---|---|---|---|---|---|---|
| Dr Horton Inc | Equity | 201 | $1,261,889 | 8,303 | 0.00 | 0.00 | 268 | 3.34 | 12-31-2023 |
| Powershares Ftse RAFI Develo | Equity | 202 | $1,253,139 | 26,441 | 0.00 | 0.00 | -3,007 | -10.21 | 12-31-2023 |
| Cyberark Software Ltd | Equity | 203 | $1,248,585 | 5,700 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| United Rentals Inc | Equity | 204 | $1,229,412 | 2,144 | 0.00 | 0.00 | 81 | 3.93 | 12-31-2023 |
