Financial Gravity Asset Management, Inc. AMERICAN FUNDS AMERICAN BALANCED A Transaction History

Financial Gravity Asset Management, Inc.

  • $459 Billion
  • Q1 2025
Number of Shares
4,704
Previous 4,481 4.98%
Holding current value
$161 Million
Previous $155 Million 3.71%
% of portfolio
0.04%
Previous 0.04%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 30, 2025
BUY
N/A
223 Added 4.98%
4,704 $161 Million
Q1 2024

May 13, 2024
SELL
N/A
-45,494 Reduced 91.03%
4,481 $152 Million
Q3 2023

Nov 15, 2023
BUY
N/A
49,975 New
49,975 $0
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