Montis Financial’s Intercontinental Exchange ICE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$206K Sell
1,121
-81
-7% -$14.9K 0.06% 134
2025
Q1
$207K Sell
1,202
-178
-13% -$30.7K 0.06% 139
2024
Q4
$206K Buy
+1,380
New +$206K 0.06% 133