Glass Jacobson Investment Advisors llc - FUNDX INVT TR ownership

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FUNDX INVT TR's ticker is and the CUSIP is 360876809. A total of 10 filers reported holding FUNDX INVT TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

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Filings
Quarter-by-quarter ownership
Glass Jacobson Investment Advisors llc ownership history of FUNDX INVT TR
ValueSharesWeighting
Q3 2023$57,422
-4.3%
1,1640.0%0.03%
-3.7%
Q2 2023$59,973
+5.5%
1,1640.0%0.03%
-3.6%
Q4 2022$56,873–1,164–0.03%–
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Other shareholders
FUNDX INVT TR shareholders Q3 2023
NameSharesValueWeighting ↓
One Capital Management, LLC 1,021,124$49,071,0612.41%
FIRST AMERICAN TRUST, FSB 6,385$3070.05%
MATHER GROUP, LLC. 5,579$268,1040.01%
Creative Planning 15,441$742,0310.00%
UBS Group AG 616$29,6020.00%
PNC FINANCIAL SERVICES GROUP, INC. 697$33,4950.00%
WELLS FARGO & COMPANY/MN 787$37,8200.00%
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0$00.00%
MORGAN STANLEY 161$7,7370.00%
View complete list of FUNDX INVT TR shareholders