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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | 7-10 YR TRSY BD | 201 | $5,603 | 58 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
| DEVON ENERGY CORP NEW | COM | 202 | $5,584 | 116 | 0.00 | 0.00 | 2 | 1.75 | 06-30-2023 |
| BROOKFIELD INFRAST PARTNERS | LP INT UNIT | 203 | $5,512 | 151 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
| BOSTON SCIENTIFIC CORP | COM | 204 | $5,409 | 100 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
