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 $15.2 Million. This represents 1.49% of its overall portfolio holdings.
Number of Shares
786,043
Previous 766,963
2.49%
Holding current value
$15.2 Million
Previous $14.7 Million
1.9%
% of portfolio
1.49%
Previous 1.49%
Shares
3 transactions
Others Institutions Holding YLD
# of Institutions
41Shares Held
8.93MCall Options Held
0Put Options Held
0-
Principal Financial Group Inc Des Moines, IA2.32MShares$44.9 Million0.03% of portfolio
-
Cyndeo Wealth Partners, LLC St. Petersburg, FL839KShares$16.3 Million1.26% of portfolio
-
Strategic Planning Group, LLC Bountiful, UT665KShares$12.9 Million2.77% of portfolio
-
Redhawk Wealth Advisors, Inc. Minneapolis, MN569KShares$11 Million1.78% of portfolio
-
Ameritas Investment Partners, Inc. Lincoln, NE566KShares$11 Million0.38% of portfolio