Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FINANCIAL GRAVITY ASSET MANAGEMENT INC | 11-15-2023 | 09-30-2023 | 57510 | 9,074,989,201 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| CHEVRON CORP NEW | COMMON STOCK | 1101 | $588,736 | 506 | 0.00 | 506 | +Inf | 09-30-2023 | |
| PRESTIGE CONSMR HEALTHCARE I | COMMON STOCK | 1102 | $584,430 | 19 | 0.00 | 19 | +Inf | 09-30-2023 | |
| ALPHABET INC | COMMON STOCK | 1103 | $581,099 | 1,520 | 0.00 | 1,520 | +Inf | 09-30-2023 | |
| VANGUARD INDEX FDS | UIT EXCHANGE TRADED | 1104 | $578,014 | 42 | 0.00 | 42 | +Inf | 09-30-2023 |
