MWM
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Modern Wealth Management’s Intercontinental Exchange ICE Stock Holding History

Modern Wealth Management’s Portfolio ICE Stock Details ICE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$278K Sell
1,513
-67
-4% -$12.3K 0.01% 618
2025
Q1 		$272K Sell
1,580
-236
-13% -$40.7K 0.01% 560
2024
Q4 		$271K Buy
1,816
+422
+30% +$62.9K 0.01% 481
2024
Q3 		$224K Buy
+1,394
New +$224K 0.01% 395