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Fundamental Invs shares owned by Financial Gravity Wealth

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

Historical chart of Financial Gravity Wealth investment in Fundamental Invs

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Fundamental Invs by Financial Gravity Wealth

Quarter filed Position value Share count Share price at filing
2024-06-30 $72k 890 81.14

More positions owned by Financial Gravity Wealth

Ishares Tr Uit Exchange Traded (IAGG)
Dbx Etf Tr Uit Exchange Traded (HYLB)
Ishares Tr Uit Exchange Traded (SHYG)
Wisdomtree Tr Uit Exchange Traded (EPS)
Ishares Tr Uit Exchange Traded (STIP)
Spdr Ser Tr Uit Exchange Traded (SPIB)
Dbx Etf Tr Uit Exchange Traded (HYDW)
Spdr Ser Tr Uit Exchange Traded (SPSM)
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)
Spdr Ser Tr Uit Exchange Traded (SPYV)

View all positions for Financial Gravity Wealth

Top funds holding Fundamental Invs

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

View all funds holding Fundamental Invs