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Intercontinental Exchange shares owned by Sax Wealth Advisors

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

Historical chart of Sax Wealth Advisors investment in Intercontinental Exchange

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Intercontinental Exchange by Sax Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-06-30 $229k 1.2k 183.44
2024-12-31 $235k 1.6k 149.01
2024-09-30 $245k 1.5k 160.64

More positions owned by Sax Wealth Advisors

Dimensional Etf Trust Us Equity Market (DFUS)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Ishares Tr Core S&p Mcp Etf (IJH)
Dimensional Etf Trust Internatnal Val (DFIV)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Apple (AAPL)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Dimensional Etf Trust Us High Profitab (DUHP)

View all positions for Sax Wealth Advisors

Top funds holding Intercontinental Exchange

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
Wellington Management Company
Harris Associates L.P
Royal Bank of Canada
Jpmorgan Chase & Co
Northern Trust
Capital World Investors
Parnassus Investments
Lazard Asset Management
Henderson Group
FMR
Sands Capital Management

View all funds holding Intercontinental Exchange