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Intercontinental Exchange shares owned by Invera Wealth Advisors

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

Historical chart of Invera Wealth Advisors investment in Intercontinental Exchange

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Intercontinental Exchange by Invera Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.5M 27k 130.98
2023-12-31 $3.4M 27k 128.43

More positions owned by Invera Wealth Advisors

Ishares Tr Esg Msci Usa Etf Etf (USXF)
Apple (AAPL)
JPMorgan Chase & Co. (JPM)
Alphabet Inc Class A cs (GOOGL)
Trane Technologies SHS (TT)
Ishares Tr Esg Eafe Etf Etf (DMXF)
Ishares Tr Esg Awre Usd Etf Etf (SUSC)
Nuveen Esg Large-cap Value Etf Etf (NULV)
Ishares Tr Core Msci Eafe Etf (IEFA)
NVIDIA Corporation (NVDA)
Ishares Tr Egsadvncdmsci Em Etf (EMXF)
Ishares Incorporated Core Msci Emkt Etf (IEMG)
Intercontinental Exchange (ICE)
Ishares Tr Esg Aware Msci Etf (ESML)
S&p Global (SPGI)

View all positions for Invera Wealth Advisors

Top funds holding Intercontinental Exchange

Vanguard Group
Wellington Management Company
Harris Associates L.P
Lazard Asset Management
Jpmorgan Chase & Co
Parnassus Investments
Veritas Asset Management
Norges Bank Investment Management
Bank of America Corporation
Flossbach Von Storch
Amundi
Mitsubishi UFJ Asset Management
Mawer Investment Management
Legal & General Group
Bank of New York Mellon

View all funds holding Intercontinental Exchange