Financial Gravity Asset Management, Inc. SCHWAB VALUE ADVANTAGE MONEY INVESTOR SHARES Transaction History

Financial Gravity Asset Management, Inc.

  • $400 Billion
  • Q2 2024
Number of Shares
712,556
Previous 656,527 8.53%
Holding current value
$713 Million
Previous $657 Million 8.53%
% of portfolio
0.18%
Previous 0.18%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 06, 2024
BUY
N/A
56,029 Added 8.53%
712,556 $713 Million
Q1 2024

May 13, 2024
BUY
N/A
490,347 New
490,347 $490 Million
Q4 2023

Jun 26, 2024
BUY
N/A
166,180 Added 33.89%
656,527 $657 Million
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