Ullmann Wealth Partners Group, LLC Invesco Exchange Traded Fd Tr Transaction History
Ullmann Wealth Partners Group, LLC
- $774 Million
- Q4 2024
A detailed history of Ullmann Wealth Partners Group, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Ullmann Wealth Partners Group, LLC holds 119,623 shares of PWV stock, worth $7.08 Million. This represents 0.88% of its overall portfolio holdings.
Number of Shares
119,623
Previous 123,919
3.47%
Holding current value
$7.08 Million
Previous $7.23 Million
5.84%
% of portfolio
0.88%
Previous 0.94%
Shares
27 transactions
Others Institutions Holding PWV
# of Institutions
161Shares Held
11MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY3.41MShares$202 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.13MShares$66.8 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC620KShares$36.7 Million0.0% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA536KShares$31.7 Million0.02% of portfolio
-
Ubs Group Ag502KShares$29.7 Million0.01% of portfolio