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 |
|---|---|---|---|---|---|---|---|---|---|
| Hewlett-Packard Co | Equity | 301 | $774,636 | 25,744 | 0.00 | 0.00 | 971 | 3.92 | 12-31-2023 |
| Centene Corp | Equity | 302 | $769,928 | 10,375 | 0.00 | 0.00 | 1,604 | 18.29 | 12-31-2023 |
| Kroger Co | Equity | 303 | $769,802 | 16,841 | 0.00 | 0.00 | 429 | 2.61 | 12-31-2023 |
| Fidelity MSCI Utilities ETF | ExchTradedFund | 304 | $763,524 | 18,686 | 0.00 | 0.00 | 409 | 2.24 | 12-31-2023 |
