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 |
|---|---|---|---|---|---|---|---|---|---|
| BRISTOL-MYERS SQUIBB CO | COM | 201 | $238,000 | 3,820 | 0.02 | 0.01 | 1,224 | 47.15 | 12-31-2021 |
| CANADIAN PAC RY LTD | COM | 202 | $235,000 | 3,267 | 0.02 | 0.01 | 2,067 | 172.25 | 12-31-2021 |
| ISHARES TR | CORE S&P TTL STK | 203 | $232,000 | 2,164 | 0.02 | 0.02 | -16 | -0.73 | 12-31-2021 |
| PROSHARES TR | PSHS ULTRA QQQ | 204 | $231,000 | 2,600 | 0.02 | 0.03 | -1,511 | -36.76 | 12-31-2021 |
