BHWM
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Bay Harbor Wealth Management’s IDEX IEX Stock Holding History

Bay Harbor Wealth Management’s Portfolio IEX Stock Details IEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$702 Buy
4
+2
+100% +$351 ﹤0.01% 540
2025
Q1 		$361 Buy
+2
New +$361 ﹤0.01% 507