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 |
|---|---|---|---|---|---|---|---|---|---|
| CLEMSON UNIVERSITY 5 26PUB EDUC DUE 05/01/26 | MUNI BONDS | 1151 | $501,725 | 190,000 | 0.00 | 190,000 | +Inf | 09-30-2023 | |
| BELLSOUTH CAPITAL F 6 34 DUE 11/15/34 | CORPORATE BONDS | 1152 | $501,157 | 60,000 | 0.00 | 60,000 | +Inf | 09-30-2023 | |
| PUTNAM TAX-FREE HIGH YIELD A | NTF BOND FUNDS | 1153 | $495,776 | 35,024 | 0.00 | 35,024 | +Inf | 09-30-2023 | |
| VANGUARD INTL EQUITY INDEX F | UIT EXCHANGE TRADED | 1154 | $463,593 | 393 | 0.00 | 393 | +Inf | 09-30-2023 |
