Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ATLAS PRIVATE WEALTH ADVISORS | 01-10-2024 | 12-31-2023 | 162 | 537,942,130 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ADVANCED MICRO DEVICES INC | COM | 201 | $546,598 | 3,708 | 0.00 | 0.00 | 442 | 13.53 | 12-31-2023 |
| FIRST TR DOW JONES SELECT MI | COM SHS ANNUAL | Liquidated | $0 | 0 | 0.00 | 0.00 | 3,572 | 62.36 | 12-31-2023 |
| SPDR INDEX SHS FDS | PORTFLI MSCI GBL | 203 | $519,818 | 9,395 | 0.00 | 0.00 | -2,241 | -19.26 | 12-31-2023 |
| AMERICAN EXPRESS CO | COM | 204 | $510,054 | 2,722 | 0.00 | 0.00 | 1,076 | 65.37 | 12-31-2023 |
