Capital Analysts, LLC FUNDX INVT TR Transaction History

Capital Analysts, LLC

  • $3.43 Billion
  • Q3 2025
Number of Shares
99,373
Previous 83,098 19.59%
Holding current value
$2.73 Million
Previous $2.15 Million 26.79%
% of portfolio
0.08%
Previous 0.07%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
BUY
N/A
16,275 Added 19.59%
99,373 $2.73 Million
Q2 2025

Aug 13, 2025
BUY
N/A
83,098 New
83,098 $2.15 Million
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