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 |
|---|---|---|---|---|---|---|---|---|---|
| Amphenol Corp | Equity | 951 | $154,048 | 1,554 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| Ase Technology Holding -Adr | Equity | 952 | $153,909 | 16,356 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| Dimensional International Core ETF | ExchTradedFund | 953 | $153,109 | 5,346 | 0.00 | 0.00 | -984 | -15.55 | 12-31-2023 |
| Vanguard Growth ETF | ExchTradedFund | 954 | $152,952 | 492 | 0.00 | 0.00 | 100 | 25.51 | 12-31-2023 |
