Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| NICOLET ADVISORY SERVICES LLC | 02-13-2024 | 12-31-2023 | 320 | 929,894,647 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ABBOTT LABS | COM | 51 | $3,276,301 | 29,570 | 0.00 | 0.00 | -7,103 | -19.37 | 12-31-2023 |
| UNITEDHEALTH GROUP INC | COM | 52 | $3,228,155 | 6,007 | 0.00 | 0.00 | 187 | 3.21 | 12-31-2023 |
| NVIDIA CORPORATION | COM | 53 | $3,174,239 | 6,465 | 0.00 | 0.00 | -764 | -10.57 | 12-31-2023 |
| SPDR SER TR | PORTFOLIO AGRGTE | 54 | $3,157,119 | 124,443 | 0.00 | 0.00 | -19,633 | -13.63 | 12-31-2023 |
