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Kiely Wealth Advisory Group’s Intercontinental Exchange ICE Stock Holding History

Kiely Wealth Advisory Group’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
2024
Q4 		$4.18K Hold
25
– – ﹤0.01% 255
2024
Q3 		$3.91K Hold
25
– – ﹤0.01% 264
2024
Q2 		$3.84K Buy
+25
New +$3.36K ﹤0.01% 248

Other funds holding ICE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Kiely Wealth Advisory Group's ICE Position: Q4 2024 in Review

Kiely Wealth Advisory Group held its Intercontinental Exchange (ICE) position steady in Q4 2024 at 25 shares worth $4.18K. The position accounts for ﹤0.01% of the portfolio, ranked #255.

Kiely Wealth Advisory Group first reported a position in ICE in Q2 2024 and has held it in 3 quarters since. 1,664 funds tracked by Wall St. Rank hold ICE as of Q4 2024.

  • Kiely Wealth Advisory Group held 25 shares of Intercontinental Exchange worth $4.18K as of Q4 2024.
  • Kiely Wealth Advisory Group left its Intercontinental Exchange share count unchanged in Q4 2024.
  • Intercontinental Exchange made up ﹤0.01% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #255 holding.
  • Kiely Wealth Advisory Group first reported a position in Intercontinental Exchange in Q2 2024 and has held it in 3 quarters since.
  • 1,664 funds tracked by Wall St. Rank held Intercontinental Exchange as of Q4 2024.

Based on Kiely Wealth Advisory Group's 13F filing for Q4 2024, filed 12 Feb 2025.