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IDEX Corporation shares owned by Legacy Wealth Management, LLC / MS

Quarter-by-quarter ownership of IDEX Corporation (IEX) shares owned by Legacy Wealth Management, LLC / MS from 13F filings

Historical chart of Legacy Wealth Management, LLC / MS investment in IDEX Corporation

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All positions including IDEX Corporation held by Legacy Wealth Management, LLC / MS consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in IDEX Corporation by Legacy Wealth Management, LLC / MS

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.2M 13k 162.76
2025-06-30 $2.9M 17k 175.57
2025-03-31 $267k 1.5k 180.97