Financial Gravity Asset Management, Inc. VANGUARD WELLESLEY INCOME ADMIRAL Transaction History

Financial Gravity Asset Management, Inc.

  • $459 Billion
  • Q1 2025
Number of Shares
3,560
Previous 2,224 60.07%
Holding current value
$218 Million
Previous $135 Million 61.8%
% of portfolio
0.05%
Previous 0.03%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 30, 2025
BUY
N/A
1,336 Added 60.07%
3,560 $218 Million
Q2 2024

Aug 06, 2024
BUY
N/A
1,809 Added 435.9%
2,224 $135 Million
Q1 2024

May 13, 2024
BUY
N/A
2,617 New
2,617 $160 Million
Q4 2023

Jun 26, 2024
SELL
N/A
-2,202 Reduced 84.14%
415 $25.1 Million
Track This Portfolio

Track Financial Gravity Asset Management, Inc. Portfolio

Follow Financial Gravity Asset Management, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Financial Gravity Asset Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Financial Gravity Asset Management, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email