Nicolet Advisory Services, LLC JPMORGAN CHASE FINL CO LLC Transaction History

Nicolet Advisory Services, LLC

  • $1.04 Billion
  • Q1 2025
Number of Shares
460,899
Previous 481,624 4.3%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 08, 2025
SELL
N/A
-20,725 Reduced 4.3%
460,899 $0
Q4 2024

Feb 12, 2025
BUY
N/A
6,484 Added 1.36%
481,624 $0
Q3 2024

Nov 12, 2024
SELL
N/A
-2,304 Reduced 0.48%
475,140 $0
Q2 2024

Aug 14, 2024
BUY
N/A
477,444 New
477,444 $0
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