Financial Gravity Companies’s ActivePassive International Equity ETF APIE Stock Holding History

Financial Gravity Companies’s Portfolio APIE Stock Details APIE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$33.2K	Buy	+1,186	New	+$35K	0.01%	354

Other funds holding APIE

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Financial Gravity Companies's APIE Position: Q4 2024 in Review

Financial Gravity Companies opened a new position in ActivePassive International Equity ETF (APIE) in Q4 2024: 1,186 shares worth $33.2K. The stake represents 0.01% of the portfolio and ranks #354 among its holdings.

37 funds tracked by Wall St. Rank hold APIE as of Q4 2024.

Financial Gravity Companies held 1,186 shares of ActivePassive International Equity ETF worth $33.2K as of Q4 2024.
ActivePassive International Equity ETF was a new Financial Gravity Companies position in Q4 2024.
ActivePassive International Equity ETF made up 0.01% of Financial Gravity Companies's portfolio in Q4 2024, its #354 holding.
37 funds tracked by Wall St. Rank held ActivePassive International Equity ETF as of Q4 2024.

Based on Financial Gravity Companies's 13F filing for Q4 2024, filed 14 Feb 2025.