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Strategy shares owned by Financial Gravity Wealth

Quarter-by-quarter ownership of Strategy (SSXU) shares owned by Financial Gravity Wealth from 13F filings

Historical chart of Financial Gravity Wealth investment in Strategy

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Strategy by Financial Gravity Wealth

Quarter filed Position value Share count Share price at filing
2023-12-31 $6.2k 245 25.33
2023-09-30 $6.2k 245 25.33
2022-12-31 $10k 25 408.16
2022-09-30 $60 23 2.61

More positions owned by Financial Gravity Wealth

Ishares Tr Uit Exchange Traded (QUAL)
Ishares Tr Uit Exchange Traded (EFG)
Tesla Common Stock (TSLA)
Spdr Index Shs Fds Uit Exchange Traded (SPEM)
Microsoft Corp Common Stock (MSFT)
Heineken N V Fsponsored Adr 1 Adr Reps 0.5 Ord American Depository (HEINY)
Ishares Tr Uit Exchange Traded (MBB)
Amazon Common Stock (AMZN)
Global X Fds Uit Exchange Traded (SDIV)
Ishares Tr Uit Exchange Traded (IEFA)
Pimco Etf Tr Uit Exchange Traded (CORP)
Salesforce Common Stock (CRM)
Chipotle Mexican Grill Common Stock (CMG)
Spdr Index Shs Fds Uit Exchange Traded (SPDW)
Scotts Miracle-gro Common Stock (SMG)

View all positions for Financial Gravity Wealth

Top funds holding Strategy

Donald L. Hagan
Encompass More Asset Management
Eqis Capital Management
Stratos Wealth Advisors
Janney Montgomery Scott
Raymond James Trust
Susquehanna International
Prospera Financial Services
Prosperity Wealth Management
LPL Financial
Financial Gravity Wealth
UBS Group

View all funds holding Strategy