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 |
|---|---|---|---|---|---|---|---|---|---|
| UPWORK INC | COMMON STOCK | 51 | $85,690,749 | 3,893,556 | 0.00 | 3,893,556 | +Inf | 09-30-2023 | |
| DIAGEO PLC | AMERICAN DEPOSITORY | 52 | $85,199,312 | 117,105 | 0.00 | 117,105 | +Inf | 09-30-2023 | |
| ISHARES TR | UIT EXCHANGE TRADED | 53 | $84,975,336 | 921,304 | 0.00 | 921,304 | +Inf | 09-30-2023 | |
| SPDR INDEX SHS FDS | UIT EXCHANGE TRADED | 54 | $82,910,553 | 2,966,496 | 0.00 | 2,966,496 | +Inf | 09-30-2023 |
