Number of Shares
332,256.00
Current Holdings Value*
$15.42 Mil
% of Portfolio
3.73%
Total Estimate Gain
$4.41 Mil
% of Total Estimate Gain
2.41%

Financial Gravity Asset Management, Inc.'s Xtrackers Low Beta High Yield Bond ETF Holding Summary

As of 2025-03-31, Financial Gravity Asset Management, Inc. held 332,256.00 shares of Xtrackers Low Beta High Yield Bond ETF(HYDW), totaling $15.42 Mil. This investment constitutes 3.73% of their stock portfolio, and Financial Gravity Asset Management, Inc. now holds 8.01% of the outstanding Xtrackers Low Beta High Yield Bond ETF(HYDW) stock.

The initial trade took place in 2021Q2. And since then Financial Gravity Asset Management, Inc. has made 9 purchases of HYDW, at an average price of $45.01, for a total of 4.06 Mil shares. In addition, there have been 5 sales at an average price of $46.02 for 3.73 Mil shares. Based on historical transaction data and HYDW's current price of $46.92, Financial Gravity Asset Management, Inc.'s estimated gain on his HYDW holdings is $4.41 Mil, reflecting a 2.41% gain to date.

Financial Gravity Asset Management, Inc. HYDW ($46.92) Holding Chart

Financial Gravity Asset Management, Inc. HYDW ($46.92) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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