Ullmann Wealth Partners Group, LLC Ishares Msci Usa Quality Facto Transaction History
Ullmann Wealth Partners Group, LLC
- $700 Million
- Q2 2024
A detailed history of Ullmann Wealth Partners Group, LLC transactions in Ishares Msci Usa Quality Facto stock. As of the latest transaction made, Ullmann Wealth Partners Group, LLC holds 61,991 shares of QUAL stock, worth $11.1 Million. This represents 1.51% of its overall portfolio holdings.
Number of Shares
61,991
Previous 64,058
3.23%
Holding current value
$11.1 Million
Previous $10.5 Million
0.55%
% of portfolio
1.51%
Previous 1.57%
Shares
17 transactions
Others Institutions Holding QUAL
# of Institutions
1,347Shares Held
223MCall Options Held
22.7KPut Options Held
11.5K-
Envestnet Asset Management Inc28MShares$5.01 Billion1.7% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.8MShares$2.46 Billion1.2% of portfolio
-
Morgan Stanley New York, NY8.74MShares$1.56 Billion0.12% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA8.09MShares$1.45 Billion0.92% of portfolio
-
Bank Of America Corp Charlotte, NC7.73MShares$1.38 Billion0.12% of portfolio