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IDEX Corporation shares owned by Connecticut Wealth Management

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

Historical chart of Connecticut Wealth Management investment in IDEX Corporation

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

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Quarterly reported holdings in IDEX Corporation by Connecticut Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $220k 1.0k 214.50
2024-06-30 $206k 1.0k 201.20
2024-03-31 $250k 1.0k 244.02
2023-12-31 $222k 1.0k 217.11
2023-09-30 $238k 1.1k 208.02
2023-06-30 $246k 1.1k 215.26
2023-03-31 $264k 1.1k 231.03
2022-12-31 $206k 900 228.33
2021-12-31 $211k 891 236.81

More positions owned by Connecticut Wealth Management

Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Mcp Etf (IJH)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Core Msci Emkt (IEMG)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Connecticut Wealth Management

Top funds holding IDEX Corporation

Vanguard Group
BlackRock
BlackRock
T. Rowe Price Associates
State Street Corporation
Morgan Stanley
Impax Asset Management Group
Geode Capital Management
T. Rowe Price Investment Management
Invesco
Amundi
Pictet Asset Management Holding SA
Champlain Investment Partners
Barclays
Van Eck Associates Corp.

View all funds holding IDEX Corporation