IWA
Invera Wealth Advisors’s Intercontinental Exchange ICE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.94M | Sell |
11,248
-1,739
| -13% | -$300K | 2.28% | 16 |
|
|
2024
Q4 | $2.05M | Sell |
12,987
-11,841
| -48% | -$1.87M | 2.03% | 17 |
|
|
2024
Q3 | $3.88M | Sell |
24,828
-1,423
| -5% | -$222K | 3.85% | 12 |
|
|
2024
Q2 | $3.86M | Sell |
26,251
-435
| -2% | -$64K | 3.96% | 11 |
|
|
2024
Q1 | $3.5M | Sell |
26,686
-97
| -0.4% | -$12.7K | 2.97% | 13 |
|
|
2023
Q4 | $3.44M | Buy |
+26,783
| New | +$3.44M | 2.15% | 17 |
|