Who owns FUNDX?

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Analyze quarterly positions in Fundx with up to 7 years of data, all consolidated into one spreadsheet

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Top investors of Fundx stock

Who bought or sold FUNDX this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
One Capital Management 923k $57M -2% Mar 2024
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Creative Planning 14k $834k -12% Mar 2024
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Susquehanna International 9.7k $594k -35% Mar 2024
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AlTi Global 7.3k $447k 100% Mar 2024
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First American Trust 6.4k $393k 0% Mar 2024
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Gts Securities 3.9k $243k -75% Mar 2024
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AIMZ Investment Advisors 3.3k $200k 100% Mar 2024
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Morgan Stanley 161.00 $9.9k 0% Mar 2024
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Who sold out of Fundx?

Fund or Company Name Date Sold Shares Held Valued At
Glass Jacobson Investment Advisors Dec 2023 1.2k $64k