Regent Peak Wealth Advisors’s Intercontinental Exchange ICE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$238K Buy
2025
Q1
$237K Sell
2024
Q4
$206K Sell
2024
Q3
$229K Buy
2021
Q1
Sell
2020
Q4
$179K Buy