Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / CONSERVATIVE ETF
-
Total 13F shares
-
574,302
-
Share change
-
+574,302
-
Total reported value
-
$21,734,932
-
Price per share
-
$37.85
-
Number of holders
-
6
-
Value change
-
+$21,734,932
-
Number of buys
-
6
Institutional Holders of FUNDX INVT TR - CONSERVATIVE ETF (XRLX) as of Q4 2023
As of 31 Dec 2023 FUNDX INVT TR - CONSERVATIVE ETF (XRLX) had 6 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 574,302 shares of stock of the company.
Largest 6 holders included One Capital Management, LLC, GTS SECURITIES LLC, Creative Planning, Glass Jacobson Investment Advisors llc, Highlander Capital Management, LLC, and UBS Group AG.
This table shows 6 institutional shareholders of the security as of 31 Dec 2023.
| 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.