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Summit Trail Advisors’s IDEX IEX Stock Holding History

Summit Trail Advisors’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 		$1.55M Buy
+8,813
New +$1.55M 0.03% 334
2018
Q1 		– Sell
-415
Closed -$56K – 1015
2017
Q4 		$56K Buy
+415
New +$56K 0.01% 789