Q4 2024 13F Holders as of 31 Dec 2024
-
Type / Class
-
Equity / CONSERVATIVE ETF
-
Total 13F shares
-
550,709
-
Share change
-
+4,914
-
Total reported value
-
$24,143,620
-
Price per share
-
$43.79
-
Number of holders
-
8
-
Value change
-
+$215,199
-
Number of buys
-
4
-
Number of sells
-
1
Institutional Holders of FUNDX INVT TR - CONSERVATIVE ETF (XRLX) as of Q4 2024
As of 31 Dec 2024 FUNDX INVT TR - CONSERVATIVE ETF (XRLX) had 8 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 550,709 shares of stock of the company.
Largest 8 holders included One Capital Management, LLC, CHOREO, LLC, GTS SECURITIES LLC, Atria Investments, Inc, Creative Planning, Glass Jacobson Investment Advisors llc, UBS Group AG, and Geneos Wealth Management Inc..
This table shows 8 institutional shareholders of the security as of 31 Dec 2024.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.