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 |
|---|---|---|---|---|---|---|---|---|---|
| SELECT SECTOR SPDR TR | Domestic Equities | 2051 | $21,760 | 225 | 0.00 | 0.70 | 124 | 122.77 | 09-30-2023 |
| INTERPUBLIC GROUP COS INC | Domestic Equities | 2052 | $21,594 | 772 | 0.00 | 0.21 | 735 | 1986.49 | 09-30-2023 |
| EVERGY INC | Domestic Equities | 2053 | $21,568 | 443 | 0.00 | 0.19 | 382 | 626.23 | 09-30-2023 |
| PFIZER INC | Domestic Equities | 2054 | $21,362 | 697 | 0.00 | 0.18 | 656 | 1600.00 | 09-30-2023 |
