Institutional Ownership Fundx Invt Tr Fundx Aggressive (XNAV)
This table provides information about the institutional ownership of Fundx Invt Tr Fundx Aggressive (XNAV). We have compiled data on the 6 institutions that hold shares in the stock, with a total of 146,477 shares, which have been reported (via 13F filing form) to have a value of $0.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
One Capital Management, LLC
Westlake Village, CA |
Feb 06, 2025 Q4 2024 |
135,173
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 0.5%
|
|
Gts Securities LLC
New York, NY |
Feb 18, 2025 Q4 2024 |
10,776
shares
|
$0
0.04% of portfolio
|
Q4 2024
New holding
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
277
shares
|
$0
0.0% of portfolio
|
Q1 2023
New holding
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
245
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 58.82%
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
6
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 93.48%
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|