Financial Gravity Asset Management, Inc. Schwab Fundamental U S Small C 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	$52.82 - $57.21 $0 - $0	0 New	0 $54.8 Million

Others Institutions Holding FNDA

# of Institutions

407

Shares Held

120M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

97.6M
Shares

$5.8 Billion
1.03% of portfolio
Waddell & Associates, LLC

1.25M
Shares

$74.5 Million
9.12% of portfolio
Clarius Group, LLC Seattle, WA

1.05M
Shares

$62.2 Million
4.14% of portfolio
Steele Capital Management, Inc. Dubuque, IA

976K
Shares

$58 Million
3.0% of portfolio
Ameriprise Financial Inc Minneapolis, MN

894K
Shares

$53.1 Million
0.01% of portfolio

About SCHWAB FUNDAMENTAL U S SMALL C

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