Nicolet Advisory Services, LLC Principal Exchange Traded Fds Transaction History

Nicolet Advisory Services, LLC

  • $1.05 Billion
  • Q3 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 534,036 shares of YLD stock, worth $10.4 Million. This represents 0.99% of its overall portfolio holdings.

Number of Shares
534,036
Previous 786,043 32.06%
Holding current value
$10.4 Million
Previous $15 Million 30.35%
% of portfolio
0.99%
Previous 1.49%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
52
Shares Held
9.78M
Call Options Held
0
Put Options Held
0
View Full List

About PRINCIPAL EXCHANGE-TRADED FDS

YLD Quotes by TradingView
  • Ticker YLD
  • Sector ETFs
  • Industry ETFs
More about YLD
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