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Intercontinental Exchange shares owned by Holistic Financial Partners

Quarter-by-quarter ownership of Intercontinental Exchange (ICE) shares owned by Holistic Financial Partners from 13F filings

Historical chart of Holistic Financial Partners investment in Intercontinental Exchange

Tip: Access up to 7 years of quarterly data

All positions including Intercontinental Exchange held by Holistic Financial Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Intercontinental Exchange by Holistic Financial Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $208k 1.3k 161.96

More positions owned by Holistic Financial Partners

Eli Lilly & Co. (LLY)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON)
First Tr Exchange-traded A Com Shs (FTA)
First Tr Exchange-traded SHS (FVD)
Ishares Tr Rus 1000 Grw Etf (IWF)
First Tr Exchange-traded Cap Strength Etf (FTCS)
First Tr Exchng Traded Fd Vi Multi Strategy (LALT)
First Tr Exchange-traded Dj Internt Idx (FDN)
NVIDIA Corporation (NVDA)
JPMorgan Chase & Co. (JPM)
Apple (AAPL)
First Tr Exch Trd Alphdx Japan Alphadex (FJP)
First Tr Exchange-traded SHS (QTEC)
Ishares Tr Rus 1000 Val Etf (IWD)

View all positions for Holistic Financial Partners

Top funds holding Intercontinental Exchange

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Lazard Asset Management
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FMR
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View all funds holding Intercontinental Exchange