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FUNDX INVT TR
XNAV
Holders
1
Combined Value
$520K
Combined Shares
6,368
Current Price
$96.55
52W High
$100.67
vs 52W High
−4.1%
Investor Activity
BUYSELLImplied priceClick a quarter to see who traded
Held By
| Investor | Value | % of Portfolio | Avg Buy Price | Gain | Last Activity | As of |
|---|---|---|---|---|---|---|
| Ken Griffin - Citadel Advisors | $520K | 0.00% | ~$81.67 | +18.2% | Bought Q1 2026 | Q1 2026 |
Recent Activity
| Quarter | Investor | Action | Est. Value | Est. Price |
|---|---|---|---|---|
| Q1 2026 | Ken Griffin - Citadel Advisors | NEW BUY | +$520K | ~$81.67 |
| Q4 2025 | Ken Griffin - Citadel Advisors | SOLD OUT | −$725K | ~$78.35 |
| Q3 2025 | Ken Griffin - Citadel Advisors | NEW BUY | +$725K | ~$78.35 |
| Q4 2024 | Ken Griffin - Citadel Advisors | SOLD OUT | −$478K | ~$68.52 |
| Q3 2024 | Ken Griffin - Citadel Advisors | NEW BUY | +$478K | ~$68.52 |
Ownership History
| Period | Holders | Total Shares | Δ Shares | Total Value | Implied Price |
|---|---|---|---|---|---|
| Q1 2026 | 1 | 6,368 | −31.2% | $520K | $81.67 |
| Q3 2025 | 1 | 9,253 | +32.4% | $725K | $78.35 |
| Q3 2024 | 1 | 6,989 | — | $478K | $68.52 |