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 |
---|---|---|---|---|---|---|---|---|---|
KRAFT HEINZ CO | COM | 401 | $59,000 | 1,653 | 0.00 | 0.01 | 60 | 3.77 | 12-31-2021 |
EMERSON ELEC CO | COM | 402 | $59,000 | 637 | 0.00 | 0.01 | -337 | -34.60 | 12-31-2021 |
CENTERPOINT ENERGY INC | COM | 403 | $59,000 | 2,100 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2021 |
VANECK ETF TRUST | HIGH YLD MUNIETF | 404 | $58,000 | 933 | 0.00 | 933 | +Inf | 12-31-2021 |