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 |
|---|---|---|---|---|---|---|---|---|---|
| Textron Incorporated | Equity | 651 | $288,225 | 3,584 | 0.00 | 0.00 | -183 | -4.86 | 12-31-2023 |
| Manulife Financial | Equity | 652 | $286,747 | 12,975 | 0.00 | 0.00 | -8,410 | -39.33 | 12-31-2023 |
| Invesco FTSE RAFI US 1000 ETF | ExchTradedFund | 653 | $286,396 | 8,136 | 0.00 | 0.00 | -1,020 | -11.14 | 12-31-2023 |
| Lkq Corp | Equity | 654 | $285,640 | 5,977 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
