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 |
|---|---|---|---|---|---|---|---|---|---|
| Avnet Inc | Equity | 701 | $258,804 | 5,135 | 0.00 | 0.00 | 650 | 14.49 | 12-31-2023 |
| iShares Short Term Muni Bond ETF | ExchTradedFund | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| Munchener Ruckversicherungs-Gesellschaft Ag Adr | Equity | 703 | $254,631 | 6,054 | 0.00 | 0.00 | 5,216 | 622.43 | 12-31-2023 |
| Global X Mlp ETF | ExchTradedFund | 704 | $254,459 | 5,744 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
