Financial Gravity Asset Management, Inc. FIDELITY 500 INDEX Transaction History

Financial Gravity Asset Management, Inc.

  • $506 Billion
  • Q3 2025
Number of Shares
959
Previous 953 0.63%
Holding current value
$223 Million
Previous $186 Million 19.95%
% of portfolio
0.04%
Previous 0.04%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
BUY
N/A
6 Added 0.63%
959 $223 Million
Q1 2025

Apr 30, 2025
BUY
N/A
10 Added 1.06%
953 $186 Million
Q2 2024

Aug 06, 2024
SELL
N/A
-6 Reduced 0.63%
943 $179 Million
Q1 2024

May 13, 2024
SELL
N/A
-16,787 Reduced 94.7%
940 $172 Million
Q4 2023

Jun 26, 2024
BUY
N/A
9 Added 0.96%
949 $157 Million
Q3 2023

Nov 15, 2023
BUY
N/A
17,727 New
17,727 $0
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