Invera Wealth Advisors, LLC ICE Holdings History
Number of Shares
11,248.00
Current Holdings Value*
$1.94 Mil
% of Portfolio
2.28%
Total Estimate Gain
$1.48 Mil
% of Total Estimate Gain
48.70%
Invera Wealth Advisors, LLC's Intercontinental Exchange Inc Holding Summary
As of 2025-03-31, Invera Wealth Advisors, LLC held 11,248.00 shares of Intercontinental Exchange Inc(ICE), totaling $1.94 Mil. This investment constitutes 2.28% of their stock portfolio, and Invera Wealth Advisors, LLC now holds 0% of the outstanding Intercontinental Exchange Inc(ICE) stock.
The initial trade took place in 2023Q4. In addition, there have been 5 sales at an average price of $157.75 for 15,535.00 shares. Based on historical transaction data and ICE's current price of $183.58, Invera Wealth Advisors, LLC's estimated gain on his ICE holdings is $1.48 Mil, reflecting a 48.70% gain to date.
Invera Wealth Advisors, LLC ICE ($183.58) Holding Chart
Invera Wealth Advisors, 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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