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 |
|---|---|---|---|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 301 | $280,812 | 3,688 | 0.00 | 0.00 | -5,571 | -60.17 | 12-31-2023 |
| INGERSOLL RAND INC | COM | 302 | $272,856 | 3,528 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| INTERNATIONAL BUSINESS MACHS | COM | 303 | $270,264 | 1,652 | 0.00 | 0.00 | -1,096 | -39.88 | 12-31-2023 |
| ISHARES TR | US OIL GS EX ETF | 304 | $270,254 | 2,900 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
