Nicolet Advisory Services’s Ares Management ARES Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$361K	Buy	+1,976	New	+$361K	0.03%	267
2025 Q1	–	Sell	-1,763	Closed	-$309K	–	386
2024 Q4	$309K	Buy	1,763 +209	+13%	+$36.6K	0.03%	286
2024 Q3	$244K	Buy	+1,554	New	+$244K	0.02%	325