Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
Get Institutions for : 
Fundx Etf (XCOR)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 8    2
Total shares held : 
986,471  
% of shares held : 
33.55%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -3  
Amount of shares held : 
-38,896  
% of shares held change : 
  -1.32%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
N/A  
Last Quarter's Ending Price : 
N/A  
Last Quarter's Average Price
N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
0
 0
 0%
 
Increased Positions :
1
 10,178
 1.03%
 
Unchanged Positions :
5
 23,151
 2.35%
 
Decreased Positions :
2
-48,077
-4.87%
 
Closed Positions :
2
-997
-0.1%
 
Guru Positions :
0
 0%
 
            Charting Not Avaliable

  Page 1 of 1  
Free Registration Required For Full Results



            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   One Capital Management LLC 7 - 2023-12-31 941,813 $52,120,000 -38,748
   GTS SECURITIES LLC 641 - 2023-12-31 16,039 $888,000 10,178
   CREATIVE PLANNING 1315 - 2023-12-31 15,441 $855,000 0
   FIRST AMERICAN TRUST CO 141 - 2023-12-31 6,385 $353,000 0
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 4400 - 2023-12-31 5,468 $303,000 -9,329
   MORGAN STANLEY 6462 - 2023-12-31 161 $9,000 0
   UBS Group AG 7196 *Closed 2023-12-31 0 $0 -300
   Glass Jacobson Investment Advisors llc 761 *Closed 2024-03-31 0 $0 -1,164
   PROEQUITIES INC. 9526 - 2023-12-31 0 $0 0
   PNC FINANCIAL SERVICES GROUP INC 4591 *Closed 2023-12-31 0 $0 -697

  10 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results