Institutional Ownership Fundx Invt Tr Fundx Aggressive (XNAV)

XNAV Quotes by TradingView

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
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

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P - Open market or private purchase×
S - Open market or private sale×
V - Transaction voluntarily reported earlier than required×
A - Grant, award, or other acquisition×
D - Sale (or disposition) back to the issuer×
F - Payment of exercise price or tax liability×
I - Discretionary transaction×
M - Exercise of conversion of derivative security×
C - Conversion of derivative security×
E - Expiration of short derivative position×
H - Expiration (or cancellation) of long derivative position with value received×
O - Exercise of out-of-the-money derivative securities×
X - Exercise of in-the-money or at-the-money derivatives securities×
G - Bona fide gift×
L - Small Acquisition×
W - Acquisition or disposition by will or laws×
Z - Deposit into or withdrawal from voting trust×
J - Other acquisition or disposition×
K - Transaction in equity swap or similar instrument×
U - Disposition due to a tender of shares in a change of control transaction×
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