Financial Gravity Asset Management, Inc. SCHWAB S&P 500 INDEX Transaction History

Financial Gravity Asset Management, Inc.

  • $506 Billion
  • Q3 2025
Number of Shares
4,854
Previous 501 868.86%
Holding current value
$83.8 Million
Previous $43.3 Million 93.68%
% of portfolio
0.02%
Previous 0.01%

Shares

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

Nov 14, 2025
BUY
N/A
4,353 Added 868.86%
4,854 $83.8 Million
Q1 2025

Apr 30, 2025
BUY
N/A
6 Added 1.21%
501 $43.3 Million
Q1 2024

May 13, 2024
SELL
N/A
-8,777 Reduced 94.66%
495 $40 Million
Q3 2023

Nov 15, 2023
BUY
N/A
9,272 New
9,272 $0
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