Avantax Advisory Services’s IDEX IEX Stock Holding History

Avantax Advisory Services’s Portfolio IEX Stock Details IEX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.76M	Buy
2025 Q1	$201K	Sell
2024 Q4	$268K	Sell
2024 Q3	$310K	Sell
2024 Q2	$293K	Buy