Nicolet Advisory Services, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Nicolet Advisory Services, LLC
- $1.05 Billion
- Q3 2024
A detailed history of Nicolet Advisory Services, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Nicolet Advisory Services, LLC holds 81,324 shares of SPDW stock, worth $2.79 Million. This represents 0.29% of its overall portfolio holdings.
Number of Shares
81,324
Previous 85,830
5.25%
Holding current value
$2.79 Million
Previous $3.01 Million
1.46%
% of portfolio
0.29%
Previous 0.3%
Shares
23 transactions
Others Institutions Holding SPDW
# of Institutions
956Shares Held
487MCall Options Held
500Put Options Held
200-
Financial Engines Advisors L.L.C. Santa Clara, CA61.9MShares$2.12 Billion4.77% of portfolio
-
Creative Planning Overland Park, KS53.4MShares$1.83 Billion1.99% of portfolio
-
Allworth Financial LP29.9MShares$1.02 Billion6.96% of portfolio
-
Lpl Financial LLC Fort Mill, SC27.3MShares$936 Million0.47% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$603 Million16.39% of portfolio