Kingswood Wealth Advisors’s Intercontinental Exchange ICE Stock Holding History

Kingswood Wealth Advisors’s Portfolio ICE Stock Details ICE Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$283K	Buy
2025 Q2	$264K	Sell
2025 Q1	$272K	Sell
2024 Q4	$239K	Sell
2024 Q3	$460K	Buy
2024 Q2	$367K	Sell
2024 Q1	$387K	Buy
2023 Q4	$361K	Buy