Nicolet Advisory Services, LLC Principal Exchange Traded Fds Call Options Transaction History
Nicolet Advisory Services, LLC
- $987 Million
- Q1 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding YLD
# of Institutions
40Shares Held
7.13MCall Options Held
0Put Options Held
0-
Principal Financial Group Inc Des Moines, IA2.28MShares$43.4 Million0.03% of portfolio
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Cyndeo Wealth Partners, LLC St. Petersburg, FL816KShares$15.5 Million1.31% of portfolio
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Ameritas Investment Partners, Inc. Lincoln, NE524KShares$9.99 Million0.35% of portfolio
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Systelligence, LLC490KShares$9.34 Million2.59% of portfolio
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Strategic Planning Group, LLC Bountiful, UT459KShares$8.75 Million2.2% of portfolio