CONSULTIVA WEALTH MANAGEMENT, CORP.
Position in ICE — Intercontinental Exchange, Inc.
CIK 1845849
SAN JUAN, PR
Position in ICE
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$20,190
-$5,603 QoQ
Shares Held
164
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,488
of 1,650 holders
Holding Since
Dec 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, 2026CONSULTIVA WEALTH MANAGEMENT, CORP. holds $27,499 across 2 Financial Data & Stock Exchanges names. ICE ranks #1 (73.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ICE |
Intercontinental Exchange, Inc.
This page
|
164 | $20,190 | |
| 2 | COIN |
Coinbase Global, Inc.
|
50 | $7,309 |
All Filings in ICE
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,190 | 164 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $25,793 | 164 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $26,561 | 164 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $27,630 | 164 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $30,089 | 164 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $28,290 | 164 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $24,437 | 164 | Shares | Sole | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||