Heritage Wealth Management (Ohio)’s Intercontinental Exchange ICE Stock Holding History

Heritage Wealth Management (Ohio)’s Portfolio ICE Stock Details ICE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$676K	Hold
2025 Q2	$737K	Sell
2025 Q1	$736K	Sell
2024 Q4	$663K	Hold
2024 Q3	$715K	Hold
2024 Q2	$627K	Buy