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 |
|---|---|---|---|---|---|---|---|---|---|
| CUMMINS INC | Domestic Equities | 3251 | $177 | 0 | 0.00 | 0.01 | -239 | -100.00 | 09-30-2023 |
| GEN DIGITAL INC | Domestic Equities | 3252 | $176 | 11 | 0.00 | 0.01 | -12 | -52.17 | 09-30-2023 |
| VANGUARD CHARLOTTE FDS | International Fixed Income | 3253 | $173 | 4 | 0.00 | 0.01 | -45 | -91.84 | 09-30-2023 |
| WISDOMTREE TR | International Equities | 3254 | $172 | 3 | 0.00 | 0.01 | -55 | -94.83 | 09-30-2023 |
