Nicolet Advisory Services, LLC Usaa ETF Tr Core Intermediate Transaction History
Nicolet Advisory Services, LLC
- $1.08 Billion
- Q4 2024
A detailed history of Nicolet Advisory Services, LLC transactions in Usaa ETF Tr Core Intermediate stock. As of the latest transaction made, Nicolet Advisory Services, LLC holds 352,656 shares of UITB stock, worth $16.4 Million. This represents 1.5% of its overall portfolio holdings.
Number of Shares
352,656
Previous 343,261
2.74%
Holding current value
$16.4 Million
Previous $16.5 Million
1.48%
% of portfolio
1.5%
Previous 1.56%
Shares
3 transactions
Others Institutions Holding UITB
# of Institutions
120Shares Held
47.8MCall Options Held
0Put Options Held
0-
Victory Capital Management Inc18.3MShares$849 Million0.88% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA6.45MShares$299 Million0.06% of portfolio
-
Morgan Stanley New York, NY2.31MShares$107 Million0.01% of portfolio
-
United Services Automobile Association San Antonio, TX2.15MShares$100 Million3.36% of portfolio
-
Bogart Wealth, LLC1.76MShares$81.7 Million3.85% of portfolio