FUNDX INVT TR's ticker is and the CUSIP is 360876809. A total of 8 filers reported holding FUNDX INVT TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
One Capital Management, LLC | 1,021,124 | $49,071,061 | 2.41% |
FIRST AMERICAN TRUST, FSB | 6,385 | $307 | 0.05% |
MATHER GROUP, LLC. | 5,579 | $268,104 | 0.01% |
Creative Planning | 15,441 | $742,031 | 0.00% |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% |
WELLS FARGO & COMPANY/MN | 787 | $37,820 | 0.00% |
PNC FINANCIAL SERVICES GROUP, INC. | 697 | $33,495 | 0.00% |
MORGAN STANLEY | 161 | $7,737 | 0.00% |
UBS Group AG | 616 | $29,602 | 0.00% |