Curated Wealth Partners LLC

Position in ICE — Intercontinental Exchange, Inc.

CIK 1781284 EL SEGUNDO, CA

Position in ICE

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$14,422,827

+$14,164,665 QoQ

Shares Held

117,154

+5895.6% QoQ

Ownership

0.021%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

of 123 holders

Holding Since

Dec 2020

7 quarters on record

Voting authority Sole 0.44812810488758387.ToString("F0")% Shared 0.ToString("F0")% None 99.55187189511243.ToString("F0")%

Financial Services · as of Jun 30, 2026

Curated Wealth Partners LLC holds $1,591,993,688 across 8 Financial Data & Stock Exchanges names. ICE ranks #5 (0.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SPGI	S&P Global Inc.	3,509,288	$1,352,121,645
2	CME	Cme Group Inc.	658,635	$145,446,366
3	MSCI	MSCI Inc.	56,294	$31,526,889
4	MCO	Moodys Corp /De/	63,894	$28,938,869
5	ICE	Intercontinental Exchange, Inc. This page	117,154	$14,422,827
6	CBOE	Cboe Global Markets, Inc.	51,544	$12,508,181
7	FDS	Factset Research Systems Inc	25,022	$5,757,061
8	COIN	Coinbase Global, Inc.	8,700	$1,271,850

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$14,422,827	117,154	+5895.6%	Shares	Sole	2026-07-13
2022-03-31	$258,162	1,954	0.0%	Shares	Other	2022-04-28
2021-12-31	$267,248	1,954	0.0%	Shares	Other	2022-02-03
2021-09-30	$224,358	1,954	-6.8%	Shares	Other	2021-11-08
2021-06-30	$248,913	2,097	0.0%	Shares	Other	2021-08-11
2021-03-31	$234,192	2,097	-11.6%	Shares	Other	2021-05-14
2020-12-31	$273,583	2,373	—	Shares	Other	2021-02-16
No filing history on record for this holder in this stock.