Edwards Lifesciences shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Quarter-by-quarter ownership of Edwards Lifesciences (EW) shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
from 13F filings
Historical chart of Annex Advisory Services, LLC, d/b/a Annex Wealth Management investment in Edwards Lifesciences
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Quarterly reported holdings in Edwards Lifesciences by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $422k | 5.4k | 77.77 |
| 2025-06-30 | $424k | 5.4k | 78.21 |
| 2025-03-31 | $399k | 5.5k | 72.48 |
| 2024-12-31 | $401k | 5.4k | 74.03 |
| 2024-09-30 | $277k | 4.2k | 65.99 |
| 2024-06-30 | $388k | 4.2k | 92.37 |
| 2024-03-31 | $401k | 4.2k | 95.56 |
| 2023-09-30 | $302k | 4.4k | 69.28 |
More positions owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
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