Richard M. Dolson

@Nisa Investment Advisors, Llc

Latest period2024 - Q4

Reported1d ago

Managed Assets$25.786B

Total holdings3006

Assets growth rate52.63%

Assets growth rate (2-Q avg)29.44%

Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Nisa Investment Advisors, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 3006 positions.

Assets under management

The assets under management (AUM) of Nisa Investment Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 25.786B in assets, with a quarterly growth rate of 52.63% and a 2-quarter average growth rate of 29.44%. The portfolio is managed by Richard M. Dolson, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
MPEGXMorgan Stanley Institutional Fund Trust - Discovery Growth Portfolio Recent Activity New Position	0.08%	$18.66M 865,103 shares@ $21.57 avg price	New Position
ASHRXtrackers Harvest Csi 300 China A-shares Etf Recent Activity New Position	0.06%	$13.235M 500,000 shares@ $26.47 avg price	New Position
0089⤦Aet-ins Recent Activity New Position	0.06%	$13.028M 2 shares@ $6513870.0 avg price	New Position
PDBCInvesco Optimum Yield Diversified Commodity Strategy No K-1 Etf Recent Activity New Position	0.04%	$8.377M 644,900 shares@ $12.99 avg price	New Position
VTVVanguard Value Etf Recent Activity New Position	0.03%	$6.196M 36,600 shares@ $169.3 avg price	New Position
MSIQXMorgan Stanley Institutional Fund Inc - International Equity Portfolio Recent Activity New Position	0.03%	$5.799M 578,127 shares@ $10.03 avg price	New Position
MGEMXMorgan Stanley Institutional Fund Inc - Emerging Markets Portfolio Recent Activity New Position	0.03%	$5.75M 269,954 shares@ $21.3 avg price	New Position
VTEBVanguard Tax-exempt Bond Index Etf Recent Activity New Position	0.03%	$5.62M 112,115 shares@ $50.14 avg price	New Position
UIUbiquiti Inc Recent Activity New Position	0.02%	$3.05M 9,188 shares@ $331.94 avg price	New Position
REETIshares Global Reit Etf Recent Activity New Position	0.01%	$2.387M 99,600 shares@ $23.97 avg price	New Position