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Fundx shares owned by AlTi Global

Quarter-by-quarter ownership of Fundx (XCOR) shares owned by AlTi Global from 13F filings

Historical chart of AlTi Global investment in Fundx

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All positions including Fundx held by AlTi Global consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fundx by AlTi Global

Quarter filed Position value Share count Share price at filing
2024-09-30 $494k 7.3k 67.93
2024-06-30 $482k 7.3k 66.29
2024-03-31 $447k 7.3k 61.47

More positions owned by AlTi Global

Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p Ttl Stk (ITOT)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Total Stk Mkt (VTI)
Exxon Mobil Corporation (XOM)
First Tr Exchange-traded No Amer Energy (EMLP)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
First Tr Exchange-traded Energy Inm Partn (EIPX)
Apple (AAPL)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Spdr Gold Tr Gold Shs (GLD)
Ishares Gold Tr Ishares New (IAU)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for AlTi Global

Top funds holding Fundx

One Capital Management
Creative Planning
AlTi Global
First American Trust
Susquehanna International
AIMZ Investment Advisors
Advisor Group Holdings
Morgan Stanley

View all funds holding Fundx