Nicolet Advisory Services, LLC Usaa ETF Tr Core Intermediate Transaction History
Nicolet Advisory Services, LLC
- $1.15 Billion
- Q2 2025
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 346,573 shares of UITB stock, worth $16.5 Million. This represents 1.42% of its overall portfolio holdings.
Number of Shares
346,573
Previous 345,073
0.43%
Holding current value
$16.5 Million
Previous $16.2 Million
0.72%
% of portfolio
1.42%
Previous 1.55%
Shares
5 transactions
Others Institutions Holding UITB
# of Institutions
136Shares Held
47.7MCall Options Held
0Put Options Held
0-
Victory Capital Management Inc14.7MShares$702 Million0.48% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA5.08MShares$242 Million0.04% of portfolio
-
Morgan Stanley New York, NY3.24MShares$154 Million0.01% of portfolio
-
United Services Automobile Association San Antonio, TX2.42MShares$115 Million11.84% of portfolio
-
Bogart Wealth, LLC1.93MShares$91.9 Million3.73% of portfolio