Ullmann Wealth Partners Group, LLC Invesco Exchange Traded Fd Tr Transaction History
Ullmann Wealth Partners Group, LLC
- $672 Million
- Q1 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 124,979 shares of PWV stock, worth $6.9 Million. This represents 1.05% of its overall portfolio holdings.
Number of Shares
124,979
Previous 125,386
0.32%
Holding current value
$6.9 Million
Previous $6.36 Million
11.33%
% of portfolio
1.05%
Previous 1.04%
Shares
24 transactions
Others Institutions Holding PWV
# of Institutions
144Shares Held
9.57MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY3.28MShares$181 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC970KShares$53.5 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC631KShares$34.8 Million0.0% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA505KShares$27.8 Million0.02% of portfolio
-
Ubs Group Ag502KShares$27.7 Million0.01% of portfolio