Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
REILLY FINANCIAL ADVISORS LLC | 01-25-2022 | 12-31-2021 | 1165 | 1,346,927,000 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
NORTONLIFELOCK INC | COM | 251 | $139,000 | 5,345 | 0.01 | 0.01 | 533 | 11.08 | 12-31-2021 |
MAXLINEAR INC | COM | 252 | $139,000 | 1,848 | 0.01 | 0.01 | 0 | 0.00 | 12-31-2021 |
ISHARES TR | US TRSPRTION | 253 | $138,000 | 500 | 0.01 | 0.01 | 0 | 0.00 | 12-31-2021 |
DOCUSIGN INC | COM | 254 | $138,000 | 904 | 0.01 | 0.02 | 19 | 2.15 | 12-31-2021 |