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 942k $52M -4% Dec 2023
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Gts Securities 16k $888k 174% Dec 2023
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Creative Planning 15k $855k 0% Dec 2023
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Susquehanna International 15k $730k 96% Sep 2023
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First American Trust 6.4k $353k 0% Dec 2023
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Glass Jacobson Investment Advisors 1.2k $64k 0% Dec 2023
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Morgan Stanley 161.00 $7.9k 0% Sep 2023
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Who sold out of Fundx?

Fund or Company Name Date Sold Shares Held Valued At
Pnc Financial Services Sep 2023 697.00 $34k
UBS Group Sep 2023 300.00 $15k