Ullmann Wealth Partners Group, LLC Ishares Core S&P Total U.S. St Transaction History
Ullmann Wealth Partners Group, LLC
- $774 Million
- Q4 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 646,449 shares of ITOT stock, worth $85 Million. This represents 10.75% of its overall portfolio holdings.
Number of Shares
646,449
Previous 652,426
0.92%
Holding current value
$85 Million
Previous $82 Million
1.45%
% of portfolio
10.75%
Previous 10.61%
Shares
29 transactions
Others Institutions Holding ITOT
# of Institutions
1,394Shares Held
303MCall Options Held
58.9KPut Options Held
20K-
Wells Fargo & Company San Francisco, CA55.1MShares$7.24 Billion1.59% of portfolio
-
Black Rock Inc. New York, NY48.8MShares$6.41 Billion0.13% of portfolio
-
Betterment LLC New York, NY12.1MShares$1.59 Billion3.66% of portfolio
-
Morgan Stanley New York, NY10.5MShares$1.38 Billion0.1% of portfolio
-
Alliancebernstein L.P. New York, NY8.92MShares$1.17 Billion0.39% of portfolio