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Wealthsource Partners, LLC

SEC CIK
0001674623
Latest filing
Jan 16, 2024

ICE holding history

Intercontinental Exchange, Inc. in every 13F filed by Wealthsource Partners, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

ICE overviewAll 13F holders of ICEFull Q4 2023 holdings

Shares (Q4 2023)
2,903
Value
$372.8K
% of portfolio
<0.1%
Quarters held
9
Since Q4 2021
Holdings of ICE by Wealthsource Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20232,903$372.8K<0.1%−483−14.3%ReducedHolders
Q3 20233,386$372.5K<0.1%−18−0.5%ReducedHolders
Q2 20233,404$385.0K<0.1%−92−2.6%ReducedHolders
Q1 20233,496$364.6K<0.1%−4−0.1%ReducedHolders
Q4 20223,500$359.1K<0.1%−1,159−24.9%ReducedHolders
Q3 20224,659$421.0K<0.1%+1,152+32.8%AddedHolders
Q2 20223,507$330.0K<0.1%−317−8.3%ReducedHolders
Q1 20223,824$505.0K<0.1%+16+0.4%AddedHolders
Q4 20213,808$521.0K<0.1%+3,808NewHolders