Prestige Wealth Management Group LLC
Position in ICE — Intercontinental Exchange, Inc.
CIK 1772715
FLEMINGTON, NJ
Position in ICE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$264,808
+$15,206 QoQ
Shares Held
2,151
+35.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,223
of 1,650 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ICE Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Prestige Wealth Management Group LLC holds $1,157,075 across 8 Financial Data & Stock Exchanges names. ICE ranks #3 (22.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
1,418 | $546,542 | |
| 2 | CME |
Cme Group Inc.
|
1,505 | $332,348 | |
| 3 | ICE |
Intercontinental Exchange, Inc.
This page
|
2,151 | $264,808 | |
| 4 | CBOE |
Cboe Global Markets, Inc.
|
27 | $6,552 | |
| 5 | MCO |
Moodys Corp /De/
|
9 | $4,076 | |
| 6 | MSCI |
MSCI Inc.
|
3 | $1,680 | |
| 7 | NDAQ |
Nasdaq, Inc.
|
9 | $709 | |
| 8 | TRU |
TransUnion
|
5 | $360 |
All Filings in ICE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $264,808 | 2,151 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $249,602 | 1,587 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $261,726 | 1,616 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $271,757 | 1,613 | Shares | Other | 2026-02-20 | |
| 2025-06-30 | $291,166 | 1,587 | Shares | Other | 2026-02-20 | |
| 2025-03-31 | $250,125 | 1,450 | Shares | Other | 2026-02-20 | |
| 2024-12-31 | $210,700 | 1,414 | Shares | Other | 2026-02-20 | |
| 2024-09-30 | $213,489 | 1,329 | Shares | Other | 2026-02-20 | |
| 2024-06-30 | $368,370 | 2,691 | Shares | Other | 2026-02-20 | |
| 2024-03-31 | $24,324 | 177 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $26,841 | 209 | Shares | Other | 2024-04-26 | |
| 2023-09-30 | $39,056 | 355 | Shares | Sole | 2024-04-26 | |
| 2023-06-30 | $37,315 | 330 | Shares | Sole | 2024-04-26 | |
| 2023-03-31 | $36,501 | 350 | Shares | Other | 2024-04-26 | |
| 2022-12-31 | $37,034 | 361 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $26,382 | 292 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $21,816 | 232 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $32,501 | 246 | Shares | Other | 2022-05-05 | |
| 2021-12-31 | $32,140 | 235 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $27,096 | 236 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $28,013 | 236 | Shares | Other | 2021-08-12 | |
| 2021-03-31 | $27,919 | 250 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $28,821 | 250 | Shares | Other | 2021-02-17 | |
| 2020-09-30 | $30,115 | 301 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $25,190 | 275 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $20,187 | 250 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||