Ullmann Wealth Partners Group, LLC Ishares Tr Transaction History
Ullmann Wealth Partners Group, LLC
- $672 Million
- Q1 2024
A detailed history of Ullmann Wealth Partners Group, LLC transactions in Ishares Tr stock. As of the latest transaction made, Ullmann Wealth Partners Group, LLC holds 1,415,490 shares of LRGF stock, worth $78.8 Million. This represents 11.33% of its overall portfolio holdings.
Number of Shares
1,415,490
Previous 1,357,318
4.29%
Holding current value
$78.8 Million
Previous $65.5 Million
16.21%
% of portfolio
11.33%
Previous 10.7%
Shares
5 transactions
Others Institutions Holding LRGF
# of Institutions
183Shares Held
29.8MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY4.3MShares$240 Million14.98% of portfolio
-
Tolleson Wealth Management, Inc. Dallas, TX2.06MShares$115 Million21.68% of portfolio
-
Sig Fig Wealth Management, LLC San Francisco, CA2.05MShares$114 Million4.04% of portfolio
-
Wells Fargo & Company San Francisco, CA1.77MShares$98.8 Million0.02% of portfolio
-
Plancorp, LLC1.46MShares$81.3 Million3.42% of portfolio