Dynasty Wealth Management, LLC
Position in ICE — Intercontinental Exchange, Inc.
CIK 1727599
ST. PETERSBURG, FL
Position in ICE
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$795,906
-$457,301 QoQ
Shares Held
6,465
-18.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#901
of 1,650 holders
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ICE Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Dynasty Wealth Management, LLC holds $1,385,068 across 2 Financial Data & Stock Exchanges names. ICE ranks #1 (57.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ICE |
Intercontinental Exchange, Inc.
This page
|
6,465 | $795,906 | |
| 2 | MSCI |
MSCI Inc.
|
1,052 | $589,162 |
All Filings in ICE
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $795,906 | 6,465 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,253,207 | 7,968 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,025,692 | 6,333 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $897,492 | 5,327 | Shares | Sole | 2025-10-29 | |
| 2025-03-31 | $833,520 | 4,832 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $776,193 | 5,209 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $804,967 | 5,011 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $717,166 | 5,239 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $691,822 | 5,034 | Shares | Sole | 2024-05-16 | |
| No filing history on record for this holder in this stock. | ||||||