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 |
|---|---|---|---|---|---|---|---|---|---|
| LOWES COS INC | COM | 151 | $353,632 | 1,589 | 0.00 | 0.00 | -91 | -5.42 | 12-31-2023 |
| OCCIDENTAL PETE CORP | COM | 152 | $349,603 | 5,855 | 0.00 | 0.00 | -66 | -1.11 | 12-31-2023 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 153 | $346,025 | 7,224 | 0.00 | 0.00 | -345 | -4.56 | 12-31-2023 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 154 | $340,820 | 3,053 | 0.00 | 0.00 | -91 | -2.89 | 12-31-2023 |
