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 |
|---|---|---|---|---|---|---|---|---|---|
| Mitsubishi UFJ Finl-Spon Adr | Equity | 401 | $565,780 | 65,712 | 0.00 | 0.00 | 13,102 | 24.90 | 12-31-2023 |
| General Motors Co | Equity | 402 | $565,668 | 15,748 | 0.00 | 0.00 | -1,633 | -9.40 | 12-31-2023 |
| JP Morgan Ultra-Short Income ETF | ExchTradedFund | 403 | $565,640 | 11,261 | 0.00 | 11,261 | +Inf | 12-31-2023 | |
| Astrazeneca Plc-Spons Adr Astrazeneca Plc - Adr | Equity | 404 | $565,268 | 8,393 | 0.00 | 0.00 | -545 | -6.10 | 12-31-2023 |
