Purchases and Sales Made in Q1 2023 in Fundx Invt Tr Fundx Aggressive (XNAV)
This table provides information about the institutional ownership of Fundx Invt Tr Fundx Aggressive (XNAV) during Q1 2023. The information is specifically focused on institutions that hold shares of FUNDX INVT TR FUNDX AGGRESSIVE.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 10, 2023
Q1 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
722+ 0.5% |
N/A
|
146K
$0
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
277New |
N/A
|
277
$0
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|