Ullmann Wealth Partners Group, LLC Blackrock ETF Tr U S Equity Fa Transaction History
Ullmann Wealth Partners Group, LLC
- $772 Million
- Q3 2024
A detailed history of Ullmann Wealth Partners Group, LLC transactions in Blackrock ETF Tr U S Equity Fa stock. As of the latest transaction made, Ullmann Wealth Partners Group, LLC holds 242,385 shares of DYNF stock, worth $12.7 Million. This represents 1.55% of its overall portfolio holdings.
Number of Shares
242,385
Previous 164,337
47.49%
Holding current value
$12.7 Million
Previous $7.71 Million
55.45%
% of portfolio
1.55%
Previous 1.1%
Shares
3 transactions
Others Institutions Holding DYNF
# of Institutions
425Shares Held
233MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc66.2MShares$3.46 Billion1.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC20.2MShares$1.06 Billion0.46% of portfolio
-
Jpmorgan Chase & CO New York, NY13.6MShares$713 Million0.06% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA9.93MShares$519 Million1.76% of portfolio
-
Cwm, LLC8.85MShares$463 Million1.88% of portfolio