National Wealth Management Group, LLC
Position in ICE — Intercontinental Exchange, Inc.
CIK 1977723
CINCINNATI, OH
Position in ICE
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$331,289
-$100,444 QoQ
Shares Held
2,691
-2.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#1,141
of 1,654 holders
Holding Since
Dec 2025
3 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, 2026National Wealth Management Group, LLC holds $998,104 across 3 Financial Data & Stock Exchanges names. ICE ranks #2 (33.2% of the industry book) .
All Filings in ICE
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $331,289 | 2,691 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $431,733 | 2,745 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $523,130 | 3,230 | Shares | Sole | 2026-01-12 | |
| No filing history on record for this holder in this stock. | ||||||