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 |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | TOTAL STK MKT | 351 | $208,533 | 879 | 0.00 | 0.00 | -38 | -4.14 | 12-31-2023 |
| METLIFE INC | COM | 352 | $208,310 | 3,150 | 0.00 | 3,150 | +Inf | 12-31-2023 | |
| SPDR SER TR | S&P BIOTECH | 353 | $208,030 | 2,329 | 0.00 | 0.00 | -1,092 | -31.92 | 12-31-2023 |
| UNION PAC CORP | COM | 354 | $207,540 | 845 | 0.00 | 845 | +Inf | 12-31-2023 |
