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 |
|---|---|---|---|---|---|---|---|---|---|
| Non Taxable Spinoff Lennar | Equity | 351 | $663,145 | 4,947 | 0.00 | 0.00 | 209 | 4.41 | 12-31-2023 |
| Tesla Motors Inc | Equity | 352 | $662,696 | 2,667 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| Intesa Sanpaolo | Equity | 353 | $659,293 | 37,588 | 0.00 | 0.00 | 11,343 | 43.22 | 12-31-2023 |
| Penske Automotive Group Inc | Equity | 354 | $657,127 | 4,094 | 0.00 | 0.00 | 164 | 4.17 | 12-31-2023 |
