VisionPoint Advisory Group »

IDEX Corporation shares owned by VisionPoint Advisory Group

Quarter-by-quarter ownership of IDEX Corporation (IEX) shares owned by VisionPoint Advisory Group from 13F filings

Historical chart of VisionPoint Advisory Group investment in IDEX Corporation

Tip: Access up to 7 years of quarterly data

All positions including IDEX Corporation held by VisionPoint Advisory Group 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 VisionPoint Advisory Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $151k 704 214.50
2024-06-30 $110k 544 201.20
2024-03-31 $90k 367 244.02
2023-12-31 $50k 230 217.11

More positions owned by VisionPoint Advisory Group

Spdr Ser Tr Portfoli S&p1500 (SPTM)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Valued Advisers Tr Regan Fltg Rate (MBSF)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Philip Morris International (PM)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Spdr Ser Tr S&p Divid Etf (SDY)
Deere & Company (DE)
Ishares Tr Mortge Rel Etf (REM)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Spdr Gold Tr Gold Shs (GLD)
Baxter International (BAX)
Fiserv (FI)
Avantor (AVTR)
Apple (AAPL)

View all positions for VisionPoint Advisory Group

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