180 Wealth Advisors’s Nice NICE Stock Holding History

180 Wealth Advisors’s Portfolio NICE Stock Details NICE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$437K	Buy	4,813 +1,250	+35%	+$121K	0.04%	304
2026 Q1	$393K	Buy	3,563 +475	+15%	+$54.2K	0.04%	312
2025 Q4	$349K	Buy	+3,088	New	+$373K	0.04%	324
2021 Q2	–	Sell	-903	Closed	-$202K	–	379
2021 Q1	$202K	Buy	+903	New	+$226K	0.05%	332

Other funds holding NICE

Kopion Asset Management Mckinney, Texas $158M AUM 11.93% 1-Year Est. Return

Haven Capital Group Westlake Village, California $125M AUM 29.36% 1-Year Est. Return

Guardian Wealth Management (Illinois) Peoria, Illinois $204M AUM 31.9% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

TT International Asset Management London, United Kingdom $783M AUM 104.75% 1-Year Est. Return

Chemistry Wealth Management New York $622M AUM 19.32% 1-Year Est. Return

Miller Global Investments Dallas, Texas $121M AUM

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return