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GRIES FINANCIAL LLC Current Holdings: USA Preferred Shares

GRIES FINANCIAL LLC current holdings: USA Preferred Shares

GRIES FINANCIAL LLC reported $0.00 billion in preferred shares (listed in the US), 2 positions, in its Form 13F for the quarter ended 2025-09-30; the largest are BANK AMERICA CORP, PGX.

  • BANK AMERICA CORP: Country of operation United States; Class 7.25%CNV PFD L; Shares 227; Value $290,560.
  • PGX: Country of operation —; Class PFD ETF; Shares 15,993; Value $185,519.

Form 13F-HR as filed (SEC CIK 1049662): quarter ended 2025-09-30, filed 2025-10-22. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.

StockCountry of operationClassSharesValueQuarter endFiled
BANK AMERICA CORP
CUSIP 060505682
United States7.25%CNV PFD L227$290,5602025-09-302025-10-22
PGX
INVESCO EXCH TRADED FD TR II
PFD ETF15,993$185,5192025-09-302025-10-22

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