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 |
|---|---|---|---|---|---|---|---|---|---|
| DNP SELECT INCOME FD INC | COM | 301 | $96,450 | 11,374 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| CEMEX SAB DE CV | SPON ADR NEW | 302 | $86,165 | 11,118 | 0.00 | 0.00 | -11,119 | -50.00 | 12-31-2023 |
