Institutional Owners for IDEX
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| PICTET ASSET MANAGEMENT LTD | COM | 101 | $77,000 | 27,274 | 0.00 | 27,274 | +Inf | 06-30-2021 | |
| B RILEY WEALTH MANAGEMENT INC | COM | 102 | $17,000 | 26,250 | 0.00 | 26,250 | +Inf | 06-30-2022 | |
| SAVANT CAPITAL LLC | COM | Liquidated | $0 | 0 | 0.00 | 20,000 | +Inf | 12-31-2023 | |
| ROYAL BANK OF CANADA | COM | 104 | $2,000 | 17,610 | 0.00 | 0.00 | 1,629 | 10.19 | 03-31-2023 |
