Nicolet Advisory Services, LLC Principal Exchange Traded Fds Transaction History

Nicolet Advisory Services, LLC

  • $1 Billion
  • Q2 2024

A detailed history of Nicolet Advisory Services, LLC transactions in Principal Exchange Traded Fds stock. As of the latest transaction made, Nicolet Advisory Services, LLC holds 786,043 shares of YLD stock, worth $15.1 Million. This represents 1.49% of its overall portfolio holdings.

Number of Shares
786,043
Previous 766,963 2.49%
Holding current value
$15.1 Million
Previous $14.7 Million 1.9%
% of portfolio
1.49%
Previous 1.49%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024
BUY
$18.74 - $19.15 $357,559 - $365,382
19,080 Added 2.49%
786,043 $15 Million
Q1 2024

May 09, 2024
BUY
$18.75 - $19.2 $293,606 - $300,652
15,659 Added 2.08%
766,963 $14.7 Million
Q4 2023

Feb 13, 2024
BUY
$17.66 - $19.07 $13.3 Million - $14.3 Million
751,304 New
751,304 $14.2 Million

Others Institutions Holding YLD

# of Institutions
44
Shares Held
9.05M
Call Options Held
0
Put Options Held
0
View Full List

About PRINCIPAL EXCHANGE-TRADED FDS

YLD Quotes by TradingView
  • Ticker YLD
  • Sector ETFs
  • Industry ETFs
More about YLD
Track This Portfolio

Track Nicolet Advisory Services, LLC Portfolio

Follow Nicolet Advisory Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Nicolet Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Nicolet Advisory Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email