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True Wealth Design, LLC

SEC CIK
0001966033
Latest filing
Jul 16, 2026

ICE holding history

Intercontinental Exchange, Inc. in every 13F filed by True Wealth Design, 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 Q2 2026 holdings

Shares (Q2 2026)
35
Value
$4.31K
% of portfolio
<0.1%
Quarters held
7
Since Q4 2024
Holdings of ICE by True Wealth Design, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202635$4.31K<0.1%−11−23.9%ReducedHolders
Q1 202646$7.24K<0.1%+21+84.0%AddedHolders
Q4 202525$4.05K<0.1%+15+150.0%AddedHolders
Q3 202510$1.68K<0.1%−5−33.3%ReducedHolders
Q2 202515$2.74K<0.1%+5+50.0%AddedHolders
Q1 202510$1.72K<0.1%+3+42.9%AddedHolders
Q4 20247$1.03K<0.1%+7NewHolders