Ullmann Wealth Partners Group, LLC Ishares Core S&P U.S Growth Et 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 U.S Growth Et stock. As of the latest transaction made, Ullmann Wealth Partners Group, LLC holds 10,944 shares of IUSG stock, worth $1.56 Million. This represents 0.2% of its overall portfolio holdings.
Number of Shares
10,944
Previous 10,904
0.37%
Holding current value
$1.56 Million
Previous $1.44 Million
6.05%
% of portfolio
0.2%
Previous 0.19%
Shares
28 transactions
Others Institutions Holding IUSG
# of Institutions
760Shares Held
116MCall Options Held
2.7KPut Options Held
300-
Bank Of America Corp Charlotte, NC39.2MShares$5.61 Billion0.44% of portfolio
-
Lpl Financial LLC Fort Mill, SC14.9MShares$2.13 Billion0.9% of portfolio
-
Morgan Stanley New York, NY13.1MShares$1.88 Billion0.13% of portfolio
-
Jones Financial Companies Lllp7.08MShares$1.01 Billion0.96% of portfolio
-
Envestnet Asset Management Inc2.16MShares$309 Million0.09% of portfolio