Glass Jacobson Investment Advisors LLC FUNDX INVT TR Transaction History

Glass Jacobson Investment Advisors LLC

  • $260 Billion
  • Q2 2025
Number of Shares
2,139
Previous 2,360 9.36%
Holding current value
$94.7 Million
Previous $103 Million 8.41%
% of portfolio
0.04%
Previous 0.03%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 31, 2025
SELL
N/A
-221 Reduced 9.36%
2,139 $94.7 Million
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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