Primoris Wealth Advisors’s VanEck Indonesia Index ETF IDX Stock Holding History

Primoris Wealth Advisors’s Portfolio IDX Stock Details IDX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-92,000	Closed	-$90.7K	–	99
2024 Q3	$90.7K	Buy	+92,000	New	+$1.59M	0.07%	100

Other funds holding IDX

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

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

GSWM

Golden State Wealth Management Santa Ana, California $915M AUM 19.16% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Primoris Wealth Advisors's IDX Position: Q4 2024 in Review

Primoris Wealth Advisors sold out of VanEck Indonesia Index ETF (IDX) in Q4 2024, closing a stake of 92,000 shares — an estimated $90.7K sold.

Primoris Wealth Advisors first reported a position in IDX in Q3 2024 and held it in 1 quarter. The position peaked at $90.7K in Q3 2024. 16 funds tracked by Wall St. Rank hold IDX as of Q4 2024.

Primoris Wealth Advisors reported no remaining VanEck Indonesia Index ETF position as of Q4 2024 after selling out during the quarter.
Primoris Wealth Advisors sold 92,000 VanEck Indonesia Index ETF shares in Q4 2024, an estimated $90.7K.
Primoris Wealth Advisors first reported a position in VanEck Indonesia Index ETF in Q3 2024 and held it in 1 quarter.
Primoris Wealth Advisors's VanEck Indonesia Index ETF position peaked at $90.7K in Q3 2024.
16 funds tracked by Wall St. Rank held VanEck Indonesia Index ETF as of Q4 2024.

Based on Primoris Wealth Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.