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 |
|---|---|---|---|---|---|---|---|---|---|
| FOUR CORNERS PPTY TR INC | COM | 151 | $10,516 | 414 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
| ISHARES TR | CORE S&P500 ETF | 152 | $10,251 | 23 | 0.00 | 0.00 | -5 | -17.86 | 06-30-2023 |
| WEYERHAEUSER CO MTN BE | COM NEW | 153 | $10,053 | 300 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
| S&P GLOBAL INC | COM | 154 | $10,022 | 25 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
