Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| NICOLET BANKSHARES INC | 02-13-2024 | 12-31-2023 | 213 | 371,488,215 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| INTUIT | COMMON STOCK | 101 | $1,481,946 | 2,371 | 0.00 | 0.00 | -38 | -1.58 | 12-31-2023 |
| ISHARES NATIONAL MUNI BOND ETF | OTHER | 102 | $1,448,791 | 13,364 | 0.00 | 0.00 | 1,206 | 9.92 | 12-31-2023 |
| AON PLC SHS CL A | COMMON STOCK | 103 | $1,416,394 | 4,867 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| DANAHER CORP | COMMON STOCK | 104 | $1,413,950 | 6,112 | 0.00 | 0.00 | 185 | 3.12 | 12-31-2023 |
