Nisa Investment Advisors
ADV icon

Nisa Investment Advisors’s Advantage Solutions ADV Stock Holding History

Nisa Investment Advisors’s Portfolio ADV Stock Details ADV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$254 Buy
+12
New +$231 ﹤0.01% 2964
2025
Q4 		– Sell
-73
Closed -$2.79K – 2963
2025
Q3 		$2.79K Buy
73
+8
+12% +$333 ﹤0.01% 2549
2025
Q2 		$2.14K Sell
65
-6
-8% -$198 ﹤0.01% 2591
2025
Q1 		$2.67K Sell
71
-13
-15% -$758 ﹤0.01% 2391
2024
Q4 		$6.1K Buy
84
+11
+15% +$898 ﹤0.01% 2232
2024
Q3 		$6.3K Hold
73
– – ﹤0.01% 2178
2024
Q2 		$5.91K Hold
73
– – ﹤0.01% 2250
2024
Q1 		$7.91K Buy
73
+2
+3% +$197 ﹤0.01% 2072
2023
Q4 		$6.41K Hold
71
– – ﹤0.01% 2099
2023
Q3 		$5.03K Hold
71
– – ﹤0.01% 2281
2023
Q2 		$4.14K Buy
71
+8
+13% +$342 ﹤0.01% 2336
2023
Q1 		$2K Hold
63
– – ﹤0.01% 2307
2022
Q4 		$3K Hold
63
– – ﹤0.01% 2325
2022
Q3 		$5K Hold
63
– – ﹤0.01% 2279
2022
Q2 		$6K Buy
+63
New +$7.61K ﹤0.01% 2247

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LGP
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CMHI
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AP
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VCM
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Charles Schwab
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Geode Capital Management
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BCI
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