Performance Trust Strate GIC Bond

Q2 2022 vs Q3 2023

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options Short Interest 13D/13G Peers Targeting Trading Summary Profile

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Financial Gravity Wealth, Inc.

NEW

Shares9,818

Change+9,818

Value$2.4M

Filed 2023-11-16

SkyView Investment Advisors, LLC

CLOSED

Shares0 from 80,567

Change-80,567 (-100%)

Value$0 (-$1.6K)

Filed 2023-11-17

	Status
Financial Gravity Wealth, Inc.	NEW	9,818	—	+9,818	—	—	$2.4M	—	2023-11-16
SkyView Investment Advisors, LLC	CLOSED	0	80,567	-80,567	-100%	$1.6K	$0	-$1.6K	2023-11-17

Showing 2 of 2 institutions