Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| TCI WEALTH ADVISORS INC | 02-06-2024 | 12-31-2023 | 206 | 937,759,422 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| GENERAL ELECTRIC CO | COM NEW | 101 | $632,110 | 4,953 | 0.00 | 0.00 | 425 | 9.39 | 12-31-2023 |
| RTX CORPORATION | COM | 102 | $608,532 | 7,232 | 0.00 | 0.00 | -332 | -4.39 | 12-31-2023 |
| DEERE & CO | COM | 103 | $599,406 | 1,499 | 0.00 | 0.00 | -93 | -5.84 | 12-31-2023 |
| PINNACLE WEST CAP CORP | COM | 104 | $594,836 | 8,280 | 0.00 | 0.00 | -6,876 | -45.37 | 12-31-2023 |
