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IDEX Corporation shares owned by Private Wealth Management Group

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

Historical chart of Private Wealth Management Group investment in IDEX Corporation

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in IDEX Corporation by Private Wealth Management Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $24k 97 244.02
2023-12-31 $21k 97 217.11

More positions owned by Private Wealth Management Group

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Intl Small Cap V (DISV)
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)
Dimensional Etf Trust Us Equity Etf (DFUS)
Dimensional Etf Trust Global Real Est (DFGR)
Ishares Tr National Mun Etf (MUB)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Ishares Tr Shrt Nat Mun Etf (SUB)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Apple (AAPL)

View all positions for Private Wealth Management Group

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