Financial Gravity Asset Management, Inc. Schwab Fundamental Intl Small Transaction History

Financial Gravity Asset Management, Inc.

$400 Billion
Q2 2024

Number of Shares

0

Holding current value

$0

% of portfolio

0.01%

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 06, 2024	BUY	$33.97 - $36.16 $0 - $0	0 New	0 $29.8 Million

Others Institutions Holding FNDC

# of Institutions

240

Shares Held

59.4M

Call Options Held

1K

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

49.2M
Shares

$1.69 Billion
0.37% of portfolio
Victory Capital Management Inc

1M
Shares

$34.3 Million
0.04% of portfolio
Exencial Wealth Advisors, LLC Oklahoma City, OK

609K
Shares

$20.9 Million
0.85% of portfolio
Ghp Investment Advisors, Inc. Denver, CO

529K
Shares

$18.1 Million
0.94% of portfolio
Kelman Lazarov, Inc. Memphis, TN

455K
Shares

$15.6 Million
3.31% of portfolio

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