Outlook Wealth Advisors »

IDEX Corporation shares owned by Outlook Wealth Advisors

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

Historical chart of Outlook Wealth Advisors investment in IDEX Corporation

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in IDEX Corporation by Outlook Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $305k 1.3k 244.03
2023-12-31 $214k 984 217.11

More positions owned by Outlook Wealth Advisors

Innovator Etfs Trust Us Eqty Bufr Mar (BMAR)
Ishares Tr Core S&p500 Etf (IVV)
First Tr Exchng Traded Fd Vi Ft Vest Nas (QMAR)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAR)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr High Yld Systm B (HYDB)
Aim Etf Products Trust Us Lrgcp B20 Jan (JANW)
Spdr Ser Tr Bloomberg Invt (FLRN)
Stewart Information Services Corporation (STC)
Ishares Tr Core Msci Eafe (IEFA)
NVIDIA Corporation (NVDA)
Ishares U S Etf Tr Blackrock Sh Dur (NEAR)
Aim Etf Products Trust Us Lrgcp B20 Apr (APRW)
Ishares Tr Ishs 1-5yr Invs (IGSB)

View all positions for Outlook Wealth Advisors

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
Fenimore Asset Management
Alecta Pensionsforsakring, Omsesidigt
Legal & General Group
Luther King Capital Management Corporation
Charles Schwab Investment Management
Bank of New York Mellon

View all funds holding IDEX Corporation