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Nicolet Advisory Services’s IDEX IEX Stock Holding History

Nicolet Advisory Services’s Portfolio IEX Stock Details IEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-979
Closed -$202K – 390
2024
Q4 		$202K Buy
+979
New +$202K 0.02% 367