Position in ICE
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,898,848
-$585,861 QoQ
Shares Held
15,424
-2.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
1.66%
of 13F equity value
Holder Rank
#683
of 1,650 holders
Holding Since
Jun 2024
7 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, 2026Opal Wealth Advisors, LLC holds $2,397,808 across 2 Financial Data & Stock Exchanges names. ICE ranks #1 (79.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ICE |
Intercontinental Exchange, Inc.
This page
|
15,424 | $1,898,848 | |
| 2 | SPGI |
S&P Global Inc.
|
1,369 | $498,960 |
All Filings in ICE
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,898,848 | 15,424 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $2,484,709 | 15,798 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $2,557,510 | 15,791 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $2,712,696 | 16,101 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $2,860,480 | 15,591 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $3,416,707 | 19,807 | Shares | Sole | 2025-04-16 | |
| 2024-06-30 | $82,134 | 600 | Shares | Sole | 2024-07-12 | |
| No filing history on record for this holder in this stock. | ||||||