LGT Financial Advisors’s IDEX IEX Stock Holding History

LGT Financial Advisors’s Portfolio IEX Stock Details IEX Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell
2025 Q2	$176	Buy
2025 Q1	–	Sell
2024 Q4	$166K	Buy
2024 Q3	$12.4K	Hold
2024 Q2	$11.7K	Hold
2024 Q1	$14.2K	Hold
2023 Q4	$12.6K	Sell
2023 Q3	$12.5K	Buy