LWAM
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Legacy Wealth Asset Management’s Nice NICE Stock Holding History

Legacy Wealth Asset Management’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 		$345K Buy
3,796
+89
+2% +$8.63K 0.08% 306
2026
Q1 		$409K Buy
3,707
+1,223
+49% +$140K 0.1% 287
2025
Q4 		$281K Sell
2,484
-345
-12% -$41.7K 0.07% 322
2025
Q3 		$410K Buy
2,829
+101
+4% +$15.2K 0.1% 285
2025
Q2 		$461K Buy
2,728
+101
+4% +$16.3K 0.12% 263
2025
Q1 		$405K Buy
2,627
+83
+3% +$13.3K 0.11% 262
2024
Q4 		$432K Buy
2,544
+14
+0.6% +$2.5K 0.12% 257
2024
Q3 		$439K Buy
2,530
+108
+4% +$18.5K 0.12% 262
2024
Q2 		$417K Buy
2,422
+143
+6% +$29.4K 0.12% 262
2024
Q1 		$594K Buy
2,279
+7
+0.3% +$1.59K 0.17% 196
2023
Q4 		$453K Sell
2,272
-160
-7% -$28.8K 0.15% 237
2023
Q3 		$413K Buy
2,432
+72
+3% +$14.3K 0.15% 237
2023
Q2 		$487K Buy
2,360
+21
+0.9% +$4.33K 0.17% 204
2023
Q1 		$535K Sell
2,339
-61
-3% -$12.8K 0.19% 179
2022
Q4 		$462K Buy
2,400
+99
+4% +$19.1K 0.18% 199
2022
Q3 		$433K Buy
+2,301
New +$481K 0.19% 187

Other funds holding NICE

KAM
Kopion Asset Management Mckinney, Texas $158M AUM 11.93% 1-Year Est. Return
HCG
Haven Capital Group Westlake Village, California $125M AUM 29.36% 1-Year Est. Return
GWMI
Guardian Wealth Management (Illinois) Peoria, Illinois $204M AUM 31.9% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
TIAM
TT International Asset Management London, United Kingdom $783M AUM 104.75% 1-Year Est. Return
CWM
Chemistry Wealth Management New York $622M AUM 19.32% 1-Year Est. Return
MGI
Miller Global Investments Dallas, Texas $121M AUM
1WA
180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return