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

Financial Gravity Asset Management, Inc.

  • $459 Billion
  • Q1 2025
Number of Shares
7,298,003
Previous 712,556 924.2%
Holding current value
$7.3 Billion
Previous $713 Million 924.2%
% of portfolio
1.59%
Previous 0.18%

Shares

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