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 952k $65M 1% Sep 2024
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Creative Planning 14k $916k 0% Sep 2024
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AlTi Global 7.3k $494k 0% Sep 2024
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First American Trust 6.4k $434k 0% Sep 2024
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Susquehanna International 6.4k $434k 29% Sep 2024
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AIMZ Investment Advisors 3.3k $221k 0% Sep 2024
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Advisor Group Holdings 680.00 $46k 100% Sep 2024
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Morgan Stanley 161.00 $11k 0% Jun 2024
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