Number of Shares
34,590.00
Current Holdings Value*
$1.52 Mil
% of Portfolio
0.15%
Total Estimate Gain
$213,920.78
% of Total Estimate Gain
1.50%

NICOLET ADVISORY SERVICES, LLC's SPDR Nuveen ICE Municipal Bond ETF Holding Summary

As of 2025-03-31, NICOLET ADVISORY SERVICES, LLC held 34,590.00 shares of SPDR Nuveen ICE Municipal Bond ETF(TFI), totaling $1.52 Mil. This investment constitutes 0.15% of their stock portfolio, and NICOLET ADVISORY SERVICES, LLC now holds 0.05% of the outstanding SPDR Nuveen ICE Municipal Bond ETF(TFI) stock.

The initial trade took place in 2019Q1. And since then NICOLET ADVISORY SERVICES, LLC has made 4 purchases of TFI, at an average price of $48.35, for a total of 295,520.00 shares. In addition, there have been 20 sales at an average price of $49.72 for 260,930.00 shares. Based on historical transaction data and TFI's current price of $44.23, NICOLET ADVISORY SERVICES, LLC's estimated gain on his TFI holdings is $213,920.78, reflecting a 1.50% gain to date.

NICOLET ADVISORY SERVICES, LLC TFI ($44.23) Holding Chart

NICOLET ADVISORY SERVICES, LLC TFI ($44.23) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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