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 |
---|---|---|---|---|---|---|---|---|---|
Dominion Resources Inc | Equity | 2351 | $1,316 | 28 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
Illinois Tool Works Inc | Equity | 2352 | $1,309 | 5 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
T Rowe Price Group Inc | Equity | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
Darden Restaurants Inc | Equity | 2354 | $1,150 | 7 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |