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| Name: |
PIERSHALE FINANCIAL GROUP, INC. |
| City: |
CRYSTAL LAKE |
| State: |
IL |
| Zip: |
60014 |
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data |
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| Holdings
Found :
9 |
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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 |
|
DIA |
Diamonds Trust |
3 |
New |
$394.00 |
$15,970,000 |
46,444 |
10.18% |
15,970,000 |
46,444 |
0.054 |
Closed - End Fund - E... |
|
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SCHG |
Schwab Strategic Trust |
5 |
New |
$92.83 |
$6,393,000 |
85,301 |
4.07% |
6,393,000 |
85,301 |
0.008 |
Closed - End Fund - Debt |
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EFA |
iShares TR MSCI EAFE Indx FD |
7 |
New |
$80.19 |
$6,225,000 |
85,857 |
3.97% |
6,225,000 |
85,857 |
0.012 |
Closed - End Fund - E... |
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KLD |
iShares KLD Select Social I... |
65 |
New |
$108.03 |
$25,000 |
271 |
0.02% |
25,000 |
271 |
0 |
Closed - End Fund - E... |
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SPHB |
Invesco S&P 500 High Beta ETF |
178 |
New |
$83.31 |
$5,000 |
67 |
0% |
5,000 |
67 |
0 |
N/A |
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SOUN |
Soundhound Ai Ord Shs Class A |
166 |
New |
$4.75 |
$5,000 |
1,000 |
0% |
5,000 |
1,000 |
0 |
N/A |
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IIPR |
Innovative Industrial Prope... |
185 |
New |
$104.81 |
$4,000 |
50 |
0% |
4,000 |
50 |
0 |
N/A |
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TKPYY |
Takeda Pharmaceutical Co Ltd |
204 |
New |
$13.37 |
$3,000 |
173 |
0% |
3,000 |
173 |
0 |
Drug Manufacturers - ... |
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AUGX |
Augmedix, Inc |
226 |
New |
$2.50 |
$2,000 |
500 |
0% |
2,000 |
500 |
0 |
N/A |
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