Position in ICE
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$268,995
+$26,627 QoQ
Shares Held
2,185
+41.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,213
of 1,650 holders
Holding Since
Mar 2026
2 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, 2026Rothschild Wealth LLC holds $1,902,627 across 6 Financial Data & Stock Exchanges names. ICE ranks #4 (14.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
1,435 | $553,059 | |
| 2 | MSCI |
MSCI Inc.
|
559 | $313,062 | |
| 3 | MCO |
Moodys Corp /De/
|
684 | $309,797 | |
| 4 | ICE |
Intercontinental Exchange, Inc.
This page
|
2,185 | $268,995 | |
| 5 | FDS |
Factset Research Systems Inc
|
1,057 | $243,194 | |
| 6 | CBOE |
Cboe Global Markets, Inc.
|
884 | $214,520 |
All Filings in ICE
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $268,995 | 2,185 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $242,368 | 1,541 | Shares | Sole | 2026-05-06 | |
| No filing history on record for this holder in this stock. | ||||||