Who owns FUNDX INVT TR?

Tip: Access positions for across all investors

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Top investors of Fundx Invt Tr stock

Who bought or sold FUNDX INVT TR this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
One Capital Management 558k $21M 100% Dec 2023
 View chart
Gts Securities 7.3k $277k 100% Dec 2023
 View chart
Creative Planning 6.3k $240k 100% Dec 2023
 View chart
Glass Jacobson Investment Advisors 2.9k $116k 1% Mar 2024
 View chart
Highlander Capital Management 25.00 $946.000000 100% Dec 2023
 View chart
UBS Group 13.00 $492.000600 100% Dec 2023
 View chart