Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| REILLY FINANCIAL ADVISORS LLC | 01-25-2022 | 12-31-2021 | 1165 | 1,346,927,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD ADMIRAL FDS INC | SMLLCP 600 IDX | 1151 | $2,000 | 8 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2021 |
| SPDR SER TR | S&P METALS MNG | 1152 | $2,000 | 50 | 0.00 | 50 | +Inf | 12-31-2021 | |
| LISTED FD TR | ROUNDHILL BALL | 1153 | $2,000 | 100 | 0.00 | 100 | +Inf | 12-31-2021 | |
| BROOKFIELD RENEWABLE PARTNER | PARTNERSHIP UNIT | 1154 | $2,000 | 61 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2021 |
