Nicolet Advisory Services, LLC Principal Exchange Traded Fds Transaction History

Nicolet Advisory Services, LLC

$1.04 Billion
Q1 2025

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 512,621 shares of YLD stock, worth $9.88 Million. This represents 0.93% of its overall portfolio holdings.

Number of Shares

512,621

Previous 542,704 5.54%

Holding current value

$9.88 Million

Previous $10.4 Million 6.19%

% of portfolio

0.93%

Previous 0.96%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 08, 2025	SELL	$19.03 - $19.51 $572,479 - $586,919	-30,083 Reduced 5.54%	512,621 $9.77 Million
Q4 2024 Feb 12, 2025	BUY	$19.17 - $19.61 $166,165 - $169,979	8,668 Added 1.62%	542,704 $10.4 Million
Q3 2024 Nov 12, 2024	SELL	$18.89 - $19.62 $4.76 Million - $4.94 Million	-252,007 Reduced 32.06%	534,036 $10.4 Million
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

Shares Held

12.5M

Call Options Held

Put Options Held

View Full List

About PRINCIPAL EXCHANGE-TRADED FDS

Ticker YLD
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Nicolet Advisory Services, LLC Principal Exchange Traded Fds Transaction History