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| Name: |
Livelsberger Financial Advisory |
| City: |
ASHLAND |
| State: |
OH |
| Zip: |
44805 |
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| Achive
data |
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Filing Period: |
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| Holdings
Found :
5 |
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Menu
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
IIM |
Invesco Insured Muni Inc |
1 |
- |
$11.88 |
$2,092,000 |
178,984 |
24.76% |
-37,000 |
-2,533 |
0.865 |
Closed - End Fund - Debt |
|
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PHK |
Pimco High Income Fund |
4 |
- |
$4.77 |
$620,000 |
130,047 |
7.34% |
-114,000 |
-17,070 |
0.101 |
Closed - End Fund - Debt |
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WELL |
Welltower Inc |
7 |
- |
$100.64 |
$364,000 |
3,663 |
4.31% |
20,000 |
-151 |
0.001 |
REIT - Healthcare Fac... |
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AAPL |
Apple Inc |
8 |
- |
$190.29 |
$322,000 |
1,725 |
3.81% |
-489,000 |
-2,489 |
0 |
Personal Computers |
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EVN |
Eaton Vance Municipal Incom... |
13 |
- |
$9.93 |
$138,000 |
13,746 |
1.63% |
-31,000 |
-3,416 |
0.058 |
Closed - End Fund - Debt |
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