Marks Group Wealth Management, Inc

Position in ICE — Intercontinental Exchange, Inc.

CIK 1802473 MINNETONKA, MN

Position in ICE

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$6,783,114

-$4,870,232 QoQ

Shares Held

55,098

-25.6% QoQ

Ownership

0.010%

of shares outstanding

% of Portfolio

1.03%

of 13F equity value

Holder Rank

#418

of 1,650 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 99% Shared 1% None 0%

Financial Services · as of Jun 30, 2026

Marks Group Wealth Management, Inc holds $11,819,187 across 5 Financial Data & Stock Exchanges names. ICE ranks #1 (57.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ICE	Intercontinental Exchange, Inc. This page	55,098	$6,783,114
2	FDS	Factset Research Systems Inc	15,590	$3,586,947
3	MSCI	MSCI Inc.	1,397	$782,375
4	SPGI	S&P Global Inc.	1,016	$391,376
5	MCO	Moodys Corp /De/	608	$275,375

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,783,114	55,098	-25.6%	Shares	Sole	2026-07-28
2026-03-31	$11,653,346	74,093	-23.6%	Shares	Other	2026-05-05
2025-12-31	$15,705,260	96,970	-12.6%	Shares	Other	2026-02-11
2025-09-30	$18,682,409	110,888	-5.6%	Shares	Other	2025-11-10
2025-06-30	$21,545,615	117,434	-1.8%	Shares	Other	2025-07-22
2025-03-31	$20,627,032	119,577	+14.7%	Shares	Other	2025-05-01
2024-12-31	$15,540,997	104,295	-0.6%	Shares	Sole	2025-01-29
2024-09-30	$16,851,296	104,901	-2.6%	Shares	Sole	2024-10-30
2024-06-30	$14,741,409	107,688	+0.0%	Shares	Other	2024-08-14
2024-03-31	$14,796,812	107,668	+0.6%	Shares	Other	2024-04-29
2023-12-31	$13,746,632	107,036	+0.9%	Shares	Other	2024-02-01
2023-09-30	$11,667,400	106,048	-0.4%	Shares	Sole	2023-10-30
2023-06-30	$12,041,776	106,489	+0.7%	Shares	Sole	2023-07-19
2023-03-31	$11,028,876	105,752	+1.0%	Shares	Sole	2023-05-03
2022-12-31	$10,744,661	104,734	+8.8%	Shares	Sole	2023-02-06
2022-09-30	$8,700,885	96,302	+14.5%	Shares	Sole	2022-11-14
2022-06-30	$7,909,986	84,113	+15.5%	Shares	Sole	2022-08-09
2022-03-31	$9,621,242	72,822	+7.7%	Shares	Sole	2022-05-10
2021-12-31	$9,250,438	67,635	-1.4%	Shares	Sole	2022-03-03
2021-09-30	$7,876,537	68,599	+0.7%	Shares	Sole	2021-11-15
2021-06-30	$8,083,351	68,099	+15.8%	Shares	Sole	2021-08-10
2021-03-31	$6,569,687	58,826	+0.5%	Shares	Sole	2021-05-17
2020-12-31	$6,747,000	58,522	+1.9%	Shares	Sole	2021-02-08
2020-09-30	$5,748,772	57,459	+2.1%	Shares	Other	2020-11-10
2020-06-30	$5,157,079	56,300	-0.4%	Shares	Sole	2020-08-10
2020-03-31	$4,562,455	56,501	—	Shares	Other	2020-04-23
No filing history on record for this holder in this stock.