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 | Unclassified | 3351 | $44 | 1 | 0.00 | 0.00 | -52 | -98.11 | 09-30-2023 |
| WARNER BROS DISCOVERY INC | Domestic Equities | 3352 | $44 | 5 | 0.00 | 0.00 | -10 | -66.67 | 09-30-2023 |
| XP INC | International Equities | 3353 | $43 | 2 | 0.00 | 0.01 | -10 | -83.33 | 09-30-2023 |
| BHP GROUP LTD | International Equities | 3354 | $43 | 1 | 0.00 | 0.02 | -62 | -98.41 | 09-30-2023 |
