IDEX Corporation shares owned by Congress Wealth Management LLC / DE /
Quarter-by-quarter ownership of IDEX Corporation (IEX) shares owned by Congress Wealth Management LLC / DE /
from 13F filings
Historical chart of Congress Wealth Management LLC / DE / investment in IDEX Corporation
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Quarterly reported holdings in IDEX Corporation by Congress Wealth Management LLC / DE /
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $205k | 945 | 217.30 |
| 2023-09-30 | $12M | 58k | 208.02 |
| 2023-06-30 | $12M | 56k | 215.27 |
| 2023-03-31 | $13M | 56k | 231.04 |
| 2022-12-31 | $13M | 56k | 228.33 |
| 2022-09-30 | $11M | 57k | 199.85 |
| 2022-06-30 | $9.9M | 55k | 181.62 |
| 2022-03-31 | $10M | 54k | 191.72 |
| 2021-12-31 | $12M | 52k | 236.31 |
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