Who owns FUNDX?

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Analyze quarterly positions in Fundx with up to 7 years of data, all consolidated into one spreadsheet

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Top investors of Fundx stock

Who bought or sold FUNDX this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
One Capital Management 941k $62M 2% Jun 2024
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Creative Planning 14k $894k -1% Jun 2024
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AlTi Global 7.3k $482k 0% Jun 2024
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First American Trust 6.4k $423k 0% Jun 2024
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Susquehanna International 4.9k $327k -49% Jun 2024
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Gts Securities 3.9k $243k -75% Mar 2024
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AIMZ Investment Advisors 3.3k $200k 100% Mar 2024
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Morgan Stanley 161.00 $11k 0% Jun 2024
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