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

Financial Gravity Asset Management, Inc.

1,544,912

Previous 7,298,003 78.83%

$1.54 Billion

Previous $7.3 Billion 78.83%

0.31%

Previous 1.59%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	SELL	N/A	-5,753,091 Reduced 78.83%	1,544,912 $1.54 Billion
Q1 2025 Apr 30, 2025	BUY	N/A	6,585,447 Added 924.2%	7,298,003 $7.3 Billion
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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