Purchases and Sales Made in Q4 2024 in Fundx Invt Tr Fundx Aggressive (XNAV)
This table provides information about the institutional ownership of Fundx Invt Tr Fundx Aggressive (XNAV) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
10.8KNew |
N/A
|
10.8K
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-86- 93.48% |
N/A
|
6
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-350- 58.82% |
N/A
|
245
$0
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-676- 0.5% |
N/A
|
135K
$0
|