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 |
|---|---|---|---|---|---|---|---|---|---|
| DANONE SPONSORED FRANCE ADR | International Equities | 2401 | $8,708 | 733 | 0.00 | 733 | +Inf | 09-30-2023 | |
| VERIZON COMMUNICATIONS INC | Domestic Equities | 2402 | $8,053 | 232 | 0.00 | 0.01 | 193 | 494.87 | 09-30-2023 |
| ISHARES TR | High Yield | 2403 | $7,994 | 329 | 0.00 | 0.01 | 304 | 1216.00 | 09-30-2023 |
| STRATEGY SHS | Domestic Equities | 2404 | $7,878 | 237 | 0.00 | 237 | +Inf | 09-30-2023 |
