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Intercontinental Exchange shares owned by Cm Wealth Advisors

Quarter-by-quarter ownership of Intercontinental Exchange (ICE) shares owned by Cm Wealth Advisors from 13F filings

Historical chart of Cm Wealth Advisors investment in Intercontinental Exchange

Tip: Access up to 7 years of quarterly data

All positions including Intercontinental Exchange held by Cm Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Intercontinental Exchange by Cm Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $444k 2.8k 160.64
2024-03-31 $223k 1.7k 133.72
2023-12-31 $214k 1.7k 128.43

More positions owned by Cm Wealth Advisors

Ishares Tr S&p 100 Etf (OEF)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
Lincoln Electric Holdings (LECO)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Rus 1000 Val Etf (IWD)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Rus 2000 Val Etf (IWN)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Park-Ohio Holdings (PKOH)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Msci Eafe Etf (EFA)
Vanguard Index Fds Mid Cap Etf (VO)

View all positions for Cm Wealth Advisors

Top funds holding Intercontinental Exchange

Vanguard Group
BlackRock
BlackRock
Morgan Stanley
State Street Corporation
Harris Associates L.P
Geode Capital Management
Bank of America Corporation
T. Rowe Price Investment Management
Lazard Asset Management
Capital World Investors
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
Parnassus Investments
Northern Trust
Invesco

View all funds holding Intercontinental Exchange