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 |
|---|---|---|---|---|---|---|---|---|---|
| LAM RESEARCH CORP | Domestic Equities | 2301 | $10,785 | 18 | 0.00 | 0.01 | -512 | -96.60 | 09-30-2023 |
| KIMBERLY-CLARK CORP | Domestic Equities | 2302 | $10,727 | 90 | 0.00 | 0.01 | -44 | -32.84 | 09-30-2023 |
| NASDAQ INC | Domestic Equities | 2303 | $10,694 | 217 | 0.00 | 0.02 | 162 | 294.55 | 09-30-2023 |
| ISHARES TR | Domestic Fixed Income | 2304 | $10,619 | 418 | 0.00 | 0.32 | 393 | 1572.00 | 09-30-2023 |
