Security Details
| Security Name: | FUNDX ETF |
|---|---|
| Ticker: | XCOR |
| Security Type: | OTHER |
| Exchange: | US |
| CUSIP: | 360876809 |
Historical Stats
| Period | Total Value | Value Change | Total Holders | Holder Change |
|---|---|---|---|---|
| 2024-06-30 | $0.07B | - | 9 | - |
| 2024-09-30 | $0.07B | +3.2% | 11 | +22.2% |
| 2024-12-31 | $0.07B | +2.0% | 13 | +18.2% |
Current Major Holders for Period: 2024-12-31
| Institution | Value | Shares | % of Portfolio |
|---|---|---|---|
| ONE CAPITAL MANAGEMENT, LLC | $64.7M | 902K | 2.1% |
| AIMZ INVESTMENT ADVISORS, LLC | $0.2M | 3K | 0.1% |
| ALEXIS INVESTMENT PARTNERS, LLC | $0.1M | 2K | 0.1% |
| GTS SECURITIES LLC | $0.9M | 12K | 0.0% |
| FIRST AMERICAN TRUST, FSB | $0.4M | 6K | 0.0% |
| ALTI GLOBAL, INC. | $0.5M | 7K | 0.0% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $0.7M | 9K | 0.0% |
| MAI CAPITAL MANAGEMENT | $0.2M | 2K | 0.0% |
| CREATIVE PLANNING | $1.0M | 13K | 0.0% |
| OSAIC HOLDINGS, INC. | $0.0M | 0K | 0.0% |
| CITADEL ADVISORS LLC | $0.3M | 3K | 0.0% |
| MORGAN STANLEY | $0.0M | 0K | 0.0% |
Similar Securities
| Ticker | Exchange | Security | Similarity Score | Common Holders | Total Holders |
|---|