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Name: |
GRIES FINANCIAL LLC |
City: |
CLEVELAND |
State: |
OH |
Zip: |
44114 |
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Holdings
Found :
14 |
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Closed Positions |
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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 |
|
TU |
TELUS Corporation (USA) |
226 |
Closed |
$16.10 |
$0 |
0 |
0% |
-1,926,000 |
-117,856 |
0 |
Wireless Communications |
|
UNH |
Unitedhealth Group Inc |
219 |
Closed |
$512.81 |
$0 |
0 |
0% |
-278,000 |
-551 |
0 |
Health Care Plans |
|
XVV |
Ishares Esg Screened S&p 50... |
225 |
Closed |
$0.00 |
$0 |
0 |
0% |
-319,000 |
-9,829 |
0 |
N/A |
|
ADP |
Automatic Data Processing Inc |
218 |
Closed |
$246.86 |
$0 |
0 |
0% |
-299,000 |
-1,242 |
0 |
Business Software & S... |
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DGRO |
iShares Core Dividend Growth |
224 |
Closed |
$57.77 |
$0 |
0 |
0% |
-211,000 |
-4,251 |
0 |
N/A |
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BCE |
BCE Inc (USA) |
217 |
Closed |
$33.94 |
$0 |
0 |
0% |
-1,765,000 |
-46,250 |
0 |
Telecom Services - Do... |
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HRL |
Hormel Foods Corp |
223 |
Closed |
$35.63 |
$0 |
0 |
0% |
-1,401,000 |
-36,838 |
0 |
Meat Products |
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IFF |
International Flavors & Fra... |
216 |
Closed |
$97.18 |
$0 |
0 |
0% |
-1,543,000 |
-22,631 |
0 |
Specialty Chemicals |
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OGS |
One Gas, Inc. |
222 |
Closed |
$64.15 |
$0 |
0 |
0% |
-1,614,000 |
-23,645 |
0 |
N/A |
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WMT |
Wal-Mart Stores Inc |
228 |
Closed |
$60.24 |
$0 |
0 |
0% |
-379,000 |
-2,367 |
0 |
Discount, Variety Stores |
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CUBE |
Cubesmart |
215 |
Closed |
$42.69 |
$0 |
0 |
0% |
-1,625,000 |
-42,628 |
0 |
REIT - Retail |
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MCD |
McDonalds Corp |
221 |
Closed |
$275.00 |
$0 |
0 |
0% |
-271,000 |
-1,027 |
0 |
Restaurants |
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WFC.PL |
Wells Fargo & Co. Prfd L |
227 |
Closed |
$1,169.00 |
$0 |
0 |
0% |
-222,000 |
-199 |
0 |
N/A |
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PSEC |
Prospect Capital Corp |
220 |
Closed |
$5.47 |
$0 |
0 |
0% |
-105,000 |
-17,308 |
0 |
Asset Management |
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