Nicolet Advisory Services’s Broadridge BR Stock Holding History

Nicolet Advisory Services’s Portfolio BR Stock Details BR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$241K	Sell
2025 Q1	$227K	Sell
2024 Q4	$224K	Buy
2024 Q3	$207K	Sell
2024 Q2	$204K	Sell
2024 Q1	$211K	Sell
2023 Q4	$224K	Buy
2023 Q3	–	Sell
2023 Q2	$203K	Buy