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Fundamental Invs shares owned by Financial Gravity Companies

Quarter-by-quarter ownership of Fundamental Invs (ANCFX) shares owned by Financial Gravity Companies from 13F filings

Historical chart of Financial Gravity Companies investment in Fundamental Invs

Tip: Access up to 7 years of quarterly data

All positions including Fundamental Invs held by Financial Gravity Companies consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fundamental Invs by Financial Gravity Companies

Quarter filed Position value Share count Share price at filing
2024-12-31 $78k 960 80.69
2024-09-30 $76k 892 85.44

More positions owned by Financial Gravity Companies

Ishares Tr Uit Exchange Traded (IAGG)
Dbx Etf Tr Uit Exchange Traded (HYLB)
Ishares Tr Uit Exchange Traded (SHYG)
Cantor Silverstein Opportunity Zone Trust Ii Real Estate Investme
Wisdomtree Tr Uit Exchange Traded (EPS)
Ishares Tr Uit Exchange Traded (STIP)
Dbx Etf Tr Uit Exchange Traded (HYDW)
Spdr Ser Tr Uit Exchange Traded (SPSM)
Spdr Ser Tr Uit Exchange Traded (SPIB)
Spdr Ser Tr Uit Exchange Traded (SPMD)
Spdr Ser Tr Uit Exchange Traded (SPYG)
Vanguard Whitehall Fds Uit Exchange Traded (VWOB)
Spdr Ser Tr Uit Exchange Traded (SPYD)
Spdr Index Shs Fds Uit Exchange Traded (SPEM)
Spdr Ser Tr Uit Exchange Traded (SPBO)

View all positions for Financial Gravity Companies

Top funds holding Fundamental Invs

Coston, McIsaac & Partners
Amarillo National Bank
Ferguson Wellman Capital Management
North Star Asset Management
Financial Gravity Companies
Tucker Asset Management
Game Plan Financial Advisors
AlphaMark Advisors

View all funds holding Fundamental Invs