A detailed history of True Wealth Design, LLC transactions in Idex Corp stock. As of the latest transaction made, True Wealth Design, LLC holds 4 shares of IEX stock, worth $924. This represents 0.0% of its overall portfolio holdings.

Number of Shares
4
Previous 3 33.33%
Holding current value
$924
Previous $733,000 9.82%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024

BUY
$198.23 - $241.58 $198 - $241
1 Added 33.33%
4 $805,000
Q1 2024

May 14, 2024

BUY
$205.04 - $245.87 $205 - $245
1 Added 50.0%
3 $733,000
Q4 2022

Feb 15, 2023

BUY
$197.11 - $242.01 $394 - $484
2 New
2 $457,000

Others Institutions Holding IEX

About IDEX CORP


  • Ticker IEX
  • Exchange NYSE
  • Sector Industrials
  • Industry Specialty Industrial Machinery
  • Shares Outstandng 75,421,104
  • Market Cap $17.4B
  • Description
  • IDEX Corporation, together with its subsidiaries, provides applied solutions worldwide. The company operates through three segments: Fluid & Metering Technologies (FMT), Health & Science Technologies (HST), and Fire & Safety/Diversified Products (FSDP). The FMT segment designs, produces, and distributes positive displacement pumps, s...
More about IEX
Track This Portfolio

Track True Wealth Design, LLC Portfolio

Follow True Wealth Design, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of True Wealth Design, LLC, based on Form 13F filings with the SEC.

News

Stay updated on True Wealth Design, LLC with notifications on news.