Larson Financial Group’s Ideanomics, Inc. Common Stock IDEX Stock Holding History

Larson Financial Group’s Portfolio IDEX Stock Details IDEX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Hold	0	–	-$2	–	1775
2023 Q2	–	Hold	0	–	–	–	1567
2023 Q1	–	Hold	0	–	–	–	1547
2022 Q4	–	Hold	0	–	–	–	1504
2022 Q3	–	Hold	0	–	–	–	1434
2022 Q2	–	Hold	0	–	–	–	1319
2022 Q1	–	Hold	0	–	–	–	1198
2021 Q4	–	Hold	0	–	–	–	1197
2021 Q2	–	Sell	-18	Closed	-$6K	–	965
2021 Q1	$6K	Buy	+18	New	+$7.83K	﹤0.01%	621

Other funds holding IDEX

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Jump Financial Chicago, Illinois $7.5B AUM 33.9% 1-Year Est. Return

HFM

Harvest Fund Management Beijing, China $2.35B AUM 49.85% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Larson Financial Group's IDEX Position: Q3 2023 in Review

Larson Financial Group held its Ideanomics, Inc. Common Stock (IDEX) position steady in Q3 2023 at 0 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1775.

Larson Financial Group first reported a position in IDEX in Q1 2021 and has held it in 1 quarter since. The position peaked at $6K in Q1 2021. 33 funds tracked by Wall St. Rank hold IDEX as of Q3 2023.

Larson Financial Group held 0 shares of Ideanomics, Inc. Common Stock worth $0 as of Q3 2023.
Larson Financial Group left its Ideanomics, Inc. Common Stock share count unchanged in Q3 2023.
Ideanomics, Inc. Common Stock made up ﹤0.01% of Larson Financial Group's portfolio in Q3 2023, its #1775 holding.
Larson Financial Group first reported a position in Ideanomics, Inc. Common Stock in Q1 2021 and has held it in 1 quarter since.
Larson Financial Group's Ideanomics, Inc. Common Stock position peaked at $6K in Q1 2021.
33 funds tracked by Wall St. Rank held Ideanomics, Inc. Common Stock as of Q3 2023.

Based on Larson Financial Group's 13F filing for Q3 2023, filed 3 Nov 2023.