REILLY FINANCIAL ADVISORS, LLC - AES TR III ownership

Quarter-by-quarter ownership
REILLY FINANCIAL ADVISORS, LLC ownership history of AES TR III
ValueSharesWeighting
Q3 2015$10,0000.0%2000.0%0.00%0.0%
Q2 2015$10,0002000.00%
Other shareholders
AES TR III shareholders Q3 2023
NameSharesValueWeighting ↓
A. D. Beadell Investment Counsel, Inc. 33,135$1,693,0001.40%
Cutter & CO Brokerage, Inc. 29,120$1,488,0000.62%
Bruce & Co., Inc. 46,400$2,371,0000.57%
Edgemoor Investment Advisors, Inc. 39,923$2,040,0000.29%
Capital Asset Advisory Services LLC 4,125$211,0000.15%
NICOLET BANKSHARES INC 5,130$262,0000.14%
Avenir Corp 20,180$1,031,0000.09%
Crosspoint Capital Strategies, LLC 1,540$79,0000.07%
Steward Partners Investment Advisory, LLC 8,421$430,0000.06%
LOOMIS SAYLES & CO L P 1,637,200$18,304,0000.05%
View complete list of AES TR III shareholders