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 |
|---|---|---|---|---|---|---|---|---|---|
| BNY MELLON ETF TRUST | Fixed Income | 2101 | $17,873 | 402 | 0.00 | 402 | +Inf | 09-30-2023 | |
| IRON MTN INC DEL | Domestic Equities | 2102 | $17,837 | 306 | 0.00 | 306 | +Inf | 09-30-2023 | |
| ABB ADR REP 1 ORD | International Equities | 2103 | $17,810 | 536 | 0.00 | 0.16 | 502 | 1476.47 | 09-30-2023 |
| GALLAGHER ARTHUR J & CO | Domestic Equities | 2104 | $17,783 | 75 | 0.00 | 0.01 | -116 | -60.73 | 09-30-2023 |
