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IDEX Corporation shares owned by AE Wealth Management

Quarter-by-quarter ownership of IDEX Corporation (IEX) shares owned by AE Wealth Management from 13F filings

Historical chart of AE Wealth Management investment in IDEX Corporation

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All positions including IDEX Corporation held by AE Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in IDEX Corporation by AE Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $28M 113k 244.02
2023-12-31 $20M 94k 209.15
2023-09-30 $16M 75k 208.02
2023-06-30 $14M 63k 215.26

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Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Ser Tr Portfolio S&p500 (SPLG)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Aim Etf Products Trust Us Lrgcp B20 Jan (JANW)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)

View all positions for AE Wealth Management

Top funds holding IDEX Corporation

Vanguard Group
T. Rowe Price Associates
BlackRock
Morgan Stanley
Wellington Management Company
Impax Asset Management Group
Geode Capital Management
T. Rowe Price Investment Management
Pictet Asset Management Holding SA
Amundi
Barclays
Jpmorgan Chase & Co
Brown Advisory Holdings Incorporated
Fenimore Asset Management
Alecta Pensionsforsakring, Omsesidigt

View all funds holding IDEX Corporation