Institutional shares held 25,129
0 calls
0 puts
Total value of holdings $515K
$0 calls
$0 puts
Market Cap N/A
Institutional ownership N/A
# of Institutions 2


Latest Institutional Activity in AFGD

Top Purchases

Q1 2024
Financial Gravity Asset Management, Inc. Shares Held: 17 ($349)
Q4 2023
Bartlett & Co. Wealth Management LLC Shares Held: 24.7K ($508K)
Q4 2023
Bartlett & Co. LLC Shares Held: 24.7K ($508K)
Q2 2023
Comerica Bank Shares Held: 20 ($410)

Top Sells

Q1 2023
Pnc Financial Services Group, Inc. Shares Held: 384 ($7.88K)
Q4 2021
Sierra Capital LLC Shares Held: 0 ($0)

About AFGD


Insider Transactions at AFGD

Insider Transaction List

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Date Insider Transaction Ownership Type Shares Traded Value / Price
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Last 12 Months Summary

Buy / Acquisition
0 Shares
From 0 Insiders
Sell / Disposition
0 Shares
From 0 Insiders

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P - Open market or private purchase×
S - Open market or private sale×
V - Transaction voluntarily reported earlier than required×
A - Grant, award, or other acquisition×
D - Sale (or disposition) back to the issuer×
F - Payment of exercise price or tax liability×
I - Discretionary transaction×
M - Exercise of conversion of derivative security×
C - Conversion of derivative security×
E - Expiration of short derivative position×
H - Expiration (or cancellation) of long derivative position with value received×
O - Exercise of out-of-the-money derivative securities×
X - Exercise of in-the-money or at-the-money derivatives securities×
G - Bona fide gift×
L - Small Acquisition×
W - Acquisition or disposition by will or laws×
Z - Deposit into or withdrawal from voting trust×
J - Other acquisition or disposition×
K - Transaction in equity swap or similar instrument×
U - Disposition due to a tender of shares in a change of control transaction×
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