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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