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Intercontinental Exchange shares owned by Wellspring Financial Advisors

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

Historical chart of Wellspring Financial Advisors investment in Intercontinental Exchange

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Intercontinental Exchange by Wellspring Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $277k 1.9k 149.03
2024-09-30 $295k 1.8k 160.66
2024-06-30 $229k 1.7k 136.91
2024-03-31 $225k 1.6k 137.45

More positions owned by Wellspring Financial Advisors

Ishares S&p 500 Index Core S&p500 Etf (IVV)
Ishares 0-3 Month Treasury Bond Etf 0-3 Mnth Treasry (SGOV)
Vanguard High Dividend Yield High Div Yld (VYM)
Vanguard Total Stk Mkt Total Stk Mkt (VTI)
Ishares Core Msci Eafe Etf Core Msci Eafe (IEFA)
Goldman Sachs Physical Gold Etf Unit (AAAU)
Ishares Russell 1000 Growth Etf Rus 1000 Grw Etf (IWF)
Ishares S&p North Amer Tech-software Expanded Tech (IGV)
Ishares Core Msci Emerging Markets Etf Core Msci Emkt (IEMG)
Consumer Discretionary Sel Sector Spdr Sbi Cons Discr (XLY)
Spdr S&p 500 Etf Trust Tr Unit (SPY)
Ishares S&p Smallcap 600 Etf Core S&p Scp Etf (IJR)
Vanguard Value Etf Value Etf (VTV)
Apple (AAPL)
Ishares 1-3 Yr Treasury Bond Etf 1 3 Yr Treas Bd (SHY)

View all positions for Wellspring Financial Advisors

Top funds holding Intercontinental Exchange

Vanguard Group
BlackRock
State Street Corporation
Morgan Stanley
Harris Associates L.P
Geode Capital Management
Bank of America Corporation
T. Rowe Price Investment Management
Royal Bank of Canada
Lazard Asset Management
Norges Bank Investment Management
FMR
Northern Trust
Parnassus Investments
Independent Franchise Partners

View all funds holding Intercontinental Exchange