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 7 institutions that hold shares in the stock, with a total of 134,060 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 |
Aug 09, 2024 Q2 2024 |
108,335
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 5.07%
|
|
|
Gts Securities LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
18,951
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 100.54%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
5,834
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 4.66%
|
|
|
Morgan Stanley
New York, NY |
Aug 14, 2024 Q2 2024 |
595
shares
|
$0
0.0% of portfolio
|
Q2 2023
Reduced 30.25%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 09, 2024 Q2 2024 |
277
shares
|
$0
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
68
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Jul 23, 2024 Q2 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|