Ullmann Wealth Partners Group, LLC Ishares Russell Mid Cap Growth Transaction History
Ullmann Wealth Partners Group, LLC
- $774 Million
- Q4 2024
A detailed history of Ullmann Wealth Partners Group, LLC transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Ullmann Wealth Partners Group, LLC holds 3,630 shares of IWP stock, worth $429,973. This represents 0.06% of its overall portfolio holdings.
Number of Shares
3,630
Previous 3,629
0.03%
Holding current value
$429,973
Previous $425,000
8.24%
% of portfolio
0.06%
Previous 0.06%
Shares
13 transactions
Others Institutions Holding IWP
# of Institutions
1,226Shares Held
116MCall Options Held
84.8KPut Options Held
13.5K-
Morgan Stanley New York, NY18.1MShares$2.14 Billion0.16% of portfolio
-
Tiaa, Fsb St. Louis, MO11.2MShares$1.33 Billion3.93% of portfolio
-
Bank Of America Corp Charlotte, NC7.28MShares$863 Million0.08% of portfolio
-
Wells Fargo & Company San Francisco, CA5.21MShares$617 Million0.15% of portfolio
-
Jones Financial Companies Lllp4.54MShares$537 Million0.55% of portfolio