Invera Wealth Advisors’s Intercontinental Exchange ICE Stock Holding History

Invera Wealth Advisors’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 Q1	$1.94M	Sell
2024 Q4	$2.05M	Sell
2024 Q3	$3.88M	Sell
2024 Q2	$3.86M	Sell
2024 Q1	$3.5M	Sell
2023 Q4	$3.44M	Buy