EWA
IEX icon

EP Wealth Advisors’s IDEX IEX Stock Holding History

EP Wealth Advisors’s Portfolio IEX Stock Details IEX Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-1,112
Closed -$202K – 462
2022
Q2 		$202K Buy
+1,112
New +$202K ﹤0.01% 569