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 |
|---|---|---|---|---|---|---|---|---|---|
| MERCK & CO INC | Domestic Equities | 2151 | $15,944 | 154 | 0.00 | 0.08 | 48 | 45.28 | 09-30-2023 |
| CASEYS GEN STORES INC | Domestic Equities | 2152 | $15,898 | 59 | 0.00 | 0.01 | -157 | -72.69 | 09-30-2023 |
| WELLTOWER INC | REAL ESTATE INVESTME | 2153 | $15,752 | 456 | 0.00 | 456 | +Inf | 09-30-2023 | |
| REPUBLIC SVCS INC | Domestic Equities | 2154 | $15,622 | 105 | 0.00 | 0.01 | -30 | -22.22 | 09-30-2023 |
