Purchases and Sales Made in Q1 2025 in Fundx Invt Tr Fundx Aggressive (XNAV)
This table provides information about the institutional ownership of Fundx Invt Tr Fundx Aggressive (XNAV) during Q1 2025. 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 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
10.7K+ 98.86% |
N/A
|
21.4K
$0
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
15+ 250.0% |
N/A
|
21
$0
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-9.51K- 7.04% |
N/A
|
126K
$0
|