Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PIERSHALE FINANCIAL GROUP INC | 07-06-2023 | 06-30-2023 | 269 | 156,930,200 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| STARBUCKS CORP | COM | 101 | $24,765 | 250 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
| NUVEEN REAL ASSET INCOME & G | COM | 102 | $23,722 | 2,077 | 0.00 | 0.00 | 46 | 2.26 | 06-30-2023 |
| DEERE & CO | COM | 103 | $23,096 | 57 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
| NORTHERN TR CORP | COM | 104 | $22,242 | 300 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
