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 |
|---|---|---|---|---|---|---|---|---|---|
| Eiffage | Equity | 901 | $170,687 | 1,594 | 0.00 | 1,594 | +Inf | 12-31-2023 | |
| iShares Russell 1000 Value ETF | ExchTradedFund | 902 | $169,381 | 1,025 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| Morgan Stanley | Equity | 903 | $169,342 | 1,816 | 0.00 | 0.00 | -600 | -24.83 | 12-31-2023 |
| Suncor Energy Inc | Equity | 904 | $168,434 | 5,257 | 0.00 | 0.00 | 769 | 17.13 | 12-31-2023 |
