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Nicolet Bankshares shares owned by Wealth Enhancement Advisory Services

Quarter-by-quarter ownership of Nicolet Bankshares (NIC) shares owned by Wealth Enhancement Advisory Services from 13F filings

Historical chart of Wealth Enhancement Advisory Services investment in Nicolet Bankshares

Tip: Access up to 7 years of quarterly data

All positions including Nicolet Bankshares held by Wealth Enhancement Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Nicolet Bankshares by Wealth Enhancement Advisory Services

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.9M 45k 85.99
2023-12-31 $3.3M 42k 80.48
2023-09-30 $3.1M 44k 69.78

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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF)
Alps Etf Tr Smith Core Plus (SMTH)
Invesco Exch Traded Fd Tr Ii Dorsey Wrgt Smlc (DWAS)
Amazon (AMZN)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
J P Morgan Exchange Traded F Us Momentum (JMOM)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
American Centy Etf Tr Us Large Cap Vlu (AVLV)

View all positions for Wealth Enhancement Advisory Services

Top funds holding Nicolet Bankshares

Vanguard Group
Dimensional Fund Advisors
Alliancebernstein
Charles Schwab Investment Management
Bank of New York Mellon
N.E.W. Advisory Services
Goldman Sachs Group
Wealth Enhancement Advisory Services
North Star Asset Management
Bank Of Montreal
Swiss National Bank
Jpmorgan Chase & Co
RMB Capital Management
Mendon Capital Advisors Corp.
Barclays

View all funds holding Nicolet Bankshares