Number of Shares
12,565.00
Current Holdings Value*
$1.61 Mil
% of Portfolio
1.74%
Total Estimate Gain
$537,000.05
% of Total Estimate Gain
20.89%

Charles Carroll Financial Partners, LLC's Intercontinental Exchange Inc Holding Summary

As of 2023-12-31, Charles Carroll Financial Partners, LLC held 12,565.00 shares of Intercontinental Exchange Inc(ICE), totaling $1.61 Mil. This investment constitutes 1.74% of their stock portfolio, and Charles Carroll Financial Partners, LLC now holds 0% of the outstanding Intercontinental Exchange Inc(ICE) stock.

The initial trade took place in 2021Q4. And since then Charles Carroll Financial Partners, LLC has made 2 purchases of ICE, at an average price of $128.34, for a total of 20,035.00 shares. In addition, there have been 1 sales at an average price of $107.30 for 7,470.00 shares. Based on historical transaction data and ICE's current price of $183.58, Charles Carroll Financial Partners, LLC's estimated gain on his ICE holdings is $537,000.05, reflecting a 20.89% gain to date.

Charles Carroll Financial Partners, LLC ICE ($183.58) Holding Chart

Charles Carroll Financial Partners, LLC ICE ($183.58) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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