Congress Wealth Management’s Intercontinental Exchange ICE Stock Holding History

Congress Wealth Management’s Portfolio ICE Stock Details ICE Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$381K	Buy
2025 Q1	$286K	Buy
2024 Q1	–	Sell
2023 Q4	$210K	Buy
2022 Q2	–	Sell
2022 Q1	$401K	Sell
2021 Q4	$450K	Buy