Fundx Invt Tr shares owned by Morgan Stanley
Quarter-by-quarter ownership of Fundx Invt Tr (XNAV) shares owned by Morgan Stanley
from 13F filings
Historical chart of Morgan Stanley investment in Fundx Invt Tr
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Quarterly reported holdings in Fundx Invt Tr by Morgan Stanley
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $18k | 245 | 71.95 |
| 2024-12-31 | $18k | 245 | 71.58 |
| 2024-09-30 | $41k | 595 | 68.52 |
| 2024-06-30 | $41k | 595 | 68.61 |
| 2024-03-31 | $38k | 595 | 63.71 |
| 2023-12-31 | $34k | 595 | 57.11 |
| 2023-09-30 | $31k | 595 | 51.70 |
| 2023-06-30 | $32k | 595 | 54.08 |
| 2022-12-31 | $43k | 853 | 49.78 |
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