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 |
|---|---|---|---|---|---|---|---|---|---|
| Square Inc | Equity | 501 | $424,419 | 5,487 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| iShares MSCI Canada ETF | ExchTradedFund | 502 | $418,885 | 11,420 | 0.00 | 0.00 | -1,393 | -10.87 | 12-31-2023 |
| KB Financial Group Inc | Equity | 503 | $418,540 | 10,117 | 0.00 | 0.00 | 3,554 | 54.15 | 12-31-2023 |
| Diamondback Energy Inc | Equity | 504 | $417,475 | 2,692 | 0.00 | 0.00 | 182 | 7.25 | 12-31-2023 |
