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 |
|---|---|---|---|---|---|---|---|---|---|
| NUVEEN PFD & INCOME SECS FD | COM | Liquidated | $0 | 0 | 0.00 | 19,875 | +Inf | 12-31-2023 | |
| WARNER BROS DISCOVERY INC | COM SER A | 252 | $119,889 | 10,535 | 0.00 | 10,535 | +Inf | 12-31-2023 |
