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Golden State Wealth Management’s IDEX IEX Stock Holding History

Golden State 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 		$7.02K Hold
40
– – ﹤0.01% 1158
2025
Q1 		$7.24K Hold
40
– – ﹤0.01% 1086
2024
Q4 		$8.37K Buy
+40
New +$8.37K ﹤0.01% 1003