Ullmann Wealth Partners Group, LLC Ishares Core S&P Total U.S. St Transaction History
Ullmann Wealth Partners Group, LLC
- $700 Million
- Q2 2024
A detailed history of Ullmann Wealth Partners Group, LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Ullmann Wealth Partners Group, LLC holds 651,201 shares of ITOT stock, worth $81.5 Million. This represents 11.04% of its overall portfolio holdings.
Number of Shares
651,201
Previous 655,997
0.73%
Holding current value
$81.5 Million
Previous $75.6 Million
2.26%
% of portfolio
11.04%
Previous 11.25%
Shares
27 transactions
Others Institutions Holding ITOT
# of Institutions
1,336Shares Held
302MCall Options Held
97.2KPut Options Held
16.1K-
Black Rock Inc. New York, NY48.8MShares$6.1 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA48MShares$6.01 Billion1.4% of portfolio
-
Betterment LLC New York, NY12.4MShares$1.55 Billion3.81% of portfolio
-
Morgan Stanley New York, NY10.6MShares$1.33 Billion0.1% of portfolio
-
Alliancebernstein L.P. New York, NY8.84MShares$1.11 Billion0.38% of portfolio