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Symmetry Panoramic Tax Managed Glb Eq shares owned by Financial Gravity Wealth

Quarter-by-quarter ownership of Symmetry Panoramic Tax Managed Glb Eq (SPGTX) shares owned by Financial Gravity Wealth from 13F filings

Historical chart of Financial Gravity Wealth investment in Symmetry Panoramic Tax Managed Glb Eq

Tip: Access up to 7 years of quarterly data

All positions including Symmetry Panoramic Tax Managed Glb Eq held by Financial Gravity Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Symmetry Panoramic Tax Managed Glb Eq by Financial Gravity Wealth

Quarter filed Position value Share count Share price at filing
2023-12-31 $4.1k 328 12.65
2023-09-30 $4.1k 328 12.65
2023-06-30 $16k 13 1227.92
2023-03-31 $4.5k 13 345.00
2022-12-31 $14k 12 1186.83
2022-09-30 $3.9k 11 354.09
2022-06-30 $4.2k 12 350.50
2022-03-31 $4.9k 14 349.21
2021-12-31 $5.0k 15 334.73
2021-09-30 $14 346 0.04

Top funds holding Symmetry Panoramic Tax Managed Glb Eq