Financial Gravity Asset Management, Inc. COLUMBIA CONVERTIBLE SECURITIES INST2 Transaction History

Financial Gravity Asset Management, Inc.

  • $459 Billion
  • Q1 2025
Number of Shares
1,765
Previous 6,219 71.62%
Holding current value
$38 Million
Previous $129 Million 70.56%
% of portfolio
0.01%
Previous 0.03%

Shares

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

Apr 30, 2025
SELL
N/A
-4,454 Reduced 71.62%
1,765 $38 Million
Q2 2024

Aug 06, 2024
SELL
N/A
-8,605 Reduced 58.05%
6,219 $129 Million
Q1 2024

May 13, 2024
BUY
N/A
13,749 New
13,749 $286 Million
Q4 2023

Jun 26, 2024
BUY
N/A
1,075 Added 7.82%
14,824 $305 Million
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