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
Download as csvQuarterly reported holdings in Fundx Invt Tr by Atria Investments
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $419k | 9.1k | 45.96 |
| 2025-09-30 | $412k | 8.9k | 46.41 |
| 2025-06-30 | $395k | 8.9k | 44.26 |
| 2025-03-31 | $371k | 8.9k | 41.55 |
| 2024-12-31 | $382k | 8.7k | 43.79 |
| 2024-09-30 | $340k | 7.8k | 43.52 |