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 |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | SMALL CP ETF | 51 | $1,744,289 | 8,176 | 0.00 | 0.00 | 788 | 10.67 | 12-31-2023 |
| VANGUARD INDEX FDS | REAL ESTATE ETF | 52 | $1,743,651 | 19,733 | 0.00 | 0.00 | 289 | 1.49 | 12-31-2023 |
| TESLA INC | COM | 53 | $1,644,712 | 6,619 | 0.00 | 0.00 | 616 | 10.26 | 12-31-2023 |
| ISHARES TR | TRS FLT RT BD | 54 | $1,568,204 | 31,072 | 0.00 | 0.00 | -365 | -1.16 | 12-31-2023 |
