Glass Jacobson Investment Advisors LLC FUNDX INVT TR Transaction History

Glass Jacobson Investment Advisors LLC

  • $266 Billion
  • Q1 2024
Number of Shares
2,882
Previous 2,847 1.23%
Holding current value
$116 Million
Previous $108 Million 7.73%
% of portfolio
0.04%
Previous 0.04%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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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