WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Position in ICE — Intercontinental Exchange, Inc.
CIK 1632972
PLYMOUTH, MN
Position in ICE
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$17,386,455
-$4,461,938 QoQ
Shares Held
141,227
+1.7% QoQ
Ownership
0.025%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#279
of 1,649 holders
Holding Since
Mar 2020
13 quarters on record
Voting authority
Sole 5%
Shared 0%
None 95%
Common Shares in ICE Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $155,919,540 across 11 Financial Data & Stock Exchanges names. ICE ranks #6 (11.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NDAQ |
Nasdaq, Inc.
|
390,916 | $30,811,999 | |
| 2 | MCO |
Moodys Corp /De/
|
54,203 | $24,549,622 | |
| 3 | CBOE |
Cboe Global Markets, Inc.
|
92,310 | $22,400,867 | |
| 4 | CME |
Cme Group Inc.
|
94,881 | $20,952,571 | |
| 5 | SPGI |
S&P Global Inc.
|
56,121 | $20,457,397 | |
| 6 | ICE |
Intercontinental Exchange, Inc.
This page
|
141,227 | $17,386,455 | |
| 7 | FDS |
Factset Research Systems Inc
|
32,095 | $7,384,417 | |
| 8 | MSCI |
MSCI Inc.
|
10,788 | $6,041,711 |
All Filings in ICE
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,386,455 | 141,227 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $21,848,393 | 138,914 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $6,650,887 | 41,065 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $7,748,900 | 45,993 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $7,347,423 | 40,047 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $6,066,652 | 35,169 | Shares | Sole | 2025-04-16 | |
| 2024-09-30 | $5,587,862 | 34,785 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $3,187,757 | 23,287 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $3,020,299 | 21,977 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $2,674,811 | 20,827 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $2,313,830 | 21,031 | Shares | Sole | 2023-11-13 | |
| 2020-06-30 | $3,287,798 | 35,893 | Shares | Sole | 2020-10-13 | |
| 2020-03-31 | $1,116,045 | 13,821 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||