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 |
|---|---|---|---|---|---|---|---|---|---|
| SPDR SER TR | High Yield | 2201 | $13,888 | 577 | 0.00 | 577 | +Inf | 09-30-2023 | |
| HOME DEPOT INC | Domestic Equities | 2202 | $13,782 | 47 | 0.00 | 0.02 | -248 | -84.07 | 09-30-2023 |
| MCDONALDS CORP | Domestic Equities | 2203 | $13,403 | 51 | 0.00 | 0.01 | -229 | -81.79 | 09-30-2023 |
| CARRIER GLOBAL CORPORATION | Domestic Equities | 2204 | $13,319 | 281 | 0.00 | 0.15 | 235 | 510.87 | 09-30-2023 |
