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 |
---|---|---|---|---|---|---|---|---|---|
iShares Gold Trust | Equity | 251 | $975,750 | 25,000 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
Asml Hldgs Nv Ord | Equity | 252 | $966,870 | 1,285 | 0.00 | 1,285 | +Inf | 12-31-2023 | |
Cisco Systems Inc | Equity | 253 | $962,810 | 19,058 | 0.00 | 0.00 | -1,266 | -6.23 | 12-31-2023 |
Novo-Nordisk As Adr | Equity | 254 | $950,912 | 9,192 | 0.00 | 0.00 | 883 | 10.63 | 12-31-2023 |