Crux Wealth Advisors’s Intercontinental Exchange ICE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$291K Sell
1,586
-1,306
-45% -$240K 0.12% 141
2025
Q1
$499K Sell
2,892
-1,606
-36% -$277K 0.26% 107
2024
Q4
$670K Buy
+4,498
New +$670K 0.37% 77