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 |
|---|---|---|---|---|---|---|---|---|---|
| Coca-Cola Femsa Sab De Cv | Equity | 801 | $212,372 | 2,244 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| Vanguard Total Bond Market ETF | ExchTradedFund | 802 | $212,191 | 2,885 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| Estee Lauder Cos Inc | Equity | 803 | $211,038 | 1,443 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| Glaxosmithkline Plc Adr | Equity | 804 | $210,871 | 5,690 | 0.00 | 0.00 | 4,904 | 623.92 | 12-31-2023 |
