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Fundx Invt Tr shares owned by Atria Investments

Quarter-by-quarter ownership of Fundx Invt Tr (XRLX) shares owned by Atria Investments from 13F filings

Historical chart of Atria Investments investment in Fundx Invt Tr

Tip: Access up to 7 years of quarterly data

All positions including Fundx Invt Tr held by Atria Investments consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fundx Invt Tr by Atria Investments

Quarter filed Position value Share count Share price at filing
2024-09-30 $340k 7.8k 43.52

More positions owned by Atria Investments

Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Unified Ser Tr Oneascent Core P (OACP)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Unified Ser Tr Oneascent Intl (OAIM)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Meta Platforms Cl A (META)
Ishares Tr Core Total Usd (IUSB)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Unified Ser Tr Oneascent Large (OALC)

View all positions for Atria Investments

Top funds holding Fundx Invt Tr

One Capital Management
Rsm Us Wealth Management
Atria Investments
Creative Planning
Glass Jacobson Investment Advisors

View all funds holding Fundx Invt Tr