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GeoWealth Management’s IDEX IEX Stock Holding History

GeoWealth 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
Q1 		– Sell
-23
Closed -$4.81K – 1421
2024
Q4 		$4.81K Sell
23
-4
-15% -$837 ﹤0.01% 1558
2024
Q3 		$5.79K Buy
+27
New +$5.79K ﹤0.01% 1437