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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | UIT EXCHANGE TRADED | 651 | $2,228,373 | 6,346 | 0.00 | 6,346 | +Inf | 09-30-2023 | |
| ISHARES TR | UIT EXCHANGE TRADED | 652 | $2,191,018 | 7,695 | 0.00 | 7,695 | +Inf | 09-30-2023 | |
| CISCO SYS INC | COMMON STOCK | 653 | $2,166,208 | 494 | 0.00 | 494 | +Inf | 09-30-2023 | |
| PG&E CORP 3.15 26 DUE 01/01/26 | CORPORATE BONDS | 654 | $2,115,125 | 95,000 | 0.00 | 95,000 | +Inf | 09-30-2023 |
