Fundx Invt Tr shares owned by UBS Group
Historical chart of UBS Group investment in Fundx Invt Tr
Tip: Access up to 7 years of quarterly data
All positions including Fundx Invt Tr held by UBS Group consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Fundx Invt Tr by UBS Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $460 | 10 | 46.00 |
| 2025-06-30 | $51k | 1.1k | 44.26 |
| 2025-03-31 | $43k | 1.0k | 41.55 |
| 2024-12-31 | $69k | 1.6k | 43.79 |
| 2024-09-30 | $37k | 841 | 43.51 |
| 2024-03-31 | $161 | 4 | 40.25 |
| 2023-12-31 | $492 | 13 | 37.85 |