FUNFX
American Funds Fundamental Invs F3
1W: -1.1%
1M: -1.0%
3M: -1.4%
YTD: +9.5%
1Y: +14.7%
3Y: +93.4%
5Y: +88.2%
$102.46
+0.84 (+0.83%)
Weekly Expected Move ±1.5%
$99
$100
$102
$103
$105
Institutional Ownership — FUNFX
4
Institutional Holders
+1 vs prior quarter
0.0%
Ownership
+0.00pp
0M
Total Invested
2
New Positions
0
Increased
2
Reduced
2
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (5 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | McIlrath & Eck, LLC NEW | 3,916 | 401K | — | +0.0% | 1Q | SEC ↗ |
| 2 | Wealthspire Advisors, LLC NEW | 2,398 | 246K | — | +0.0% | 1Q | SEC ↗ |
| 3 | Vermillion Wealth Management, Inc. NEW | 282 | 29K | — | +0.0% | 1Q | SEC ↗ |
| 4 | KELLEHER FINANCIAL ADVISORS | 0 | 0K | -3,369 | -100.0% | 3Q | SEC ↗ |
| 5 | Kohmann Bosshard Financial Services, L | 0 | 0K | -1,139 | -100.0% | 2Q | SEC ↗ |
Recent Activity
New Positions (3)
| Holder | Shares | Value |
|---|---|---|
| McIlrath & Eck, LLC | 3,916 | 401K |
| Wealthspire Advisors, LLC | 2,398 | 246K |
| Vermillion Wealth Management, Inc. | 282 | 29K |
Sold Out (2)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| KELLEHER FINANCIAL ADVISORS | 3,369 | 345K |
| Kohmann Bosshard Financial Services | 1,139 | 117K |
Biggest Increases (0)
None.
Biggest Decreases (0)
None.