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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

Tip: Access up to 7 years of quarterly data

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
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)
Ishares Tr Core S&p Scp Etf (IJR)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Specialized Funds Div App Etf (VIG)
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
T. Rowe Price Associates
Wellington Management Company
Impax Asset Management Group
Amundi
Barclays
Norges Bank Investment Management
Jpmorgan Chase & Co
Brown Advisory Holdings Incorporated
Alecta Pensionsforsakring, Omsesidigt
Fenimore Asset Management
Legal & General Group
Luther King Capital Management Corporation
Charles Schwab Investment Management
Bank of New York Mellon

View all funds holding IDEX Corporation