Financial Gravity Asset Management, Inc. Schwab Fundamental Intl Large 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	$34.19 - $36.51 $0 - $0	0 New	0 $53.7 Million

Others Institutions Holding FNDF

# of Institutions

601

Shares Held

300M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

148M
Shares

$5.15 Billion
0.93% of portfolio
Wealth Enhancement Advisory Services, LLC

16.8M
Shares

$583 Million
1.21% of portfolio
Regions Financial Corp

10.8M
Shares

$376 Million
2.92% of portfolio
Auto Owners Insurance CO Lansing, MI

8.35M
Shares

$290 Million
7.75% of portfolio
Wells Fargo & Company San Francisco, CA

6.32M
Shares

$220 Million
0.05% of portfolio

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