Next Level Wealth Planning’s Intercontinental Exchange ICE Stock Holding History

Next Level Wealth Planning’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
2026 Q3	$3.19K	Buy	+21	New	+$3.17K	﹤0.01%	421

Other funds holding ICE

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Veritas Asset Management London, United Kingdom $5.37B AUM 7.96% 1-Year Est. Return

AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

Next Level Wealth Planning's ICE Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in Intercontinental Exchange (ICE) in Q3 2026: 21 shares worth $3.19K. The stake represents ﹤0.01% of the portfolio and ranks #421 among its holdings.

909 funds tracked by Wall St. Rank hold ICE as of Q3 2026.

Next Level Wealth Planning held 21 shares of Intercontinental Exchange worth $3.19K as of Q3 2026.
Intercontinental Exchange was a new Next Level Wealth Planning position in Q3 2026.
Intercontinental Exchange made up ﹤0.01% of Next Level Wealth Planning's portfolio in Q3 2026, its #421 holding.
909 funds tracked by Wall St. Rank held Intercontinental Exchange as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.