Who owns FUNDX INVT TR?
- Ticker: XNAV
- CUSIP Number: 360876882
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Analyze quarterly positions in Fundx Invt Tr with up to 7 years of data, all consolidated into one spreadsheet
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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 | 81k | $6.4M | -24% | Sep 2025 |
|
| Gts Securities | 16k | $1.2M | -20% | Sep 2025 |
|
| Citadel Advisors | 9.3k | $725k | 100% | Sep 2025 |
|
| Morgan Stanley | 245.00 | $18k | 100% | Jun 2025 |
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Who sold out of Fundx Invt Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Total Investment Management | Jun 2025 | 470.00 | $34k |
| Raymond James Financial | Jun 2025 | 270.00 | $19k |