Glass Jacobson Investment Advisors LLC FUNDX INVT TR Transaction History

Glass Jacobson Investment Advisors LLC

  • $275 Billion
  • Q2 2024
Number of Shares
2,360
Previous 2,882 18.11%
Holding current value
$99.1 Million
Previous $116 Million 14.61%
% of portfolio
0.04%
Previous 0.04%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024
SELL
N/A
-522 Reduced 18.11%
2,360 $99.1 Million
Q1 2024

Apr 26, 2024
BUY
N/A
35 Added 1.23%
2,882 $116 Million
Q4 2023

Jan 22, 2024
BUY
N/A
2,847 New
2,847 $108 Million
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