OPTIMUM SMALL-MID CAP VALUE FUND IEX Holdings History
OPTIMUM SMALL-MID CAP VALUE FUND's IDEX Corp Holding Summary
As of 2025-03-31, OPTIMUM FUND TRUST held 39,518.00 shares of IDEX Corp(IEX), totaling $7.15 Mil. This investment constitutes 1.14% of their stock portfolio, and OPTIMUM FUND TRUST now holds 0.05% of the outstanding IDEX Corp(IEX) stock.
The initial trade took place in 2025Q1. And since then OPTIMUM SMALL-MID CAP VALUE FUND has made 1 purchases of IEX, at an average price of $199.07, for a total of 39,518.00 shares. Based on historical transaction data and IEX's current price of $183.38, OPTIMUM SMALL-MID CAP VALUE FUND's estimated gain on his IEX holdings is $-620,037.42, reflecting a -7.88% gain to date.
OPTIMUM SMALL-MID CAP VALUE FUND IEX ($183.38) Holding Chart
OPTIMUM SMALL-MID CAP VALUE FUND IEX ($183.38) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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