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 |
|---|---|---|---|---|---|---|---|---|---|
| GLOBAL X FDS | Preferred Stock | 2501 | $5,951 | 728 | 0.00 | 0.21 | 719 | 7988.89 | 09-30-2023 |
| SYMMETRY PANORAMIC GLOB EQY CL I MF | Domestic Equities | 2502 | $5,825 | 502 | 0.00 | 0.18 | 490 | 4083.33 | 09-30-2023 |
| INVESCO EXCH TRADED FD TR II | Preferred Stock | 2503 | $5,755 | 563 | 0.00 | 0.20 | 552 | 5018.18 | 09-30-2023 |
| FIDELITY NATL INFORMATION SV | Domestic Equities | 2504 | $5,691 | 117 | 0.00 | 0.12 | 63 | 116.67 | 09-30-2023 |
