Ullmann Wealth Partners Group, LLC Ishares Msci Usa Small Cap Mul 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 Small Cap Mul stock. As of the latest transaction made, Ullmann Wealth Partners Group, LLC holds 535,895 shares of SMLF stock, worth $35.5 Million. This represents 4.68% of its overall portfolio holdings.
Number of Shares
535,895
Previous 509,685
5.14%
Holding current value
$35.5 Million
Previous $32.4 Million
1.23%
% of portfolio
4.68%
Previous 4.82%
Shares
17 transactions
Others Institutions Holding SMLF
# of Institutions
152Shares Held
14.4MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY3.78MShares$250 Million14.65% of portfolio
-
Wells Fargo & Company San Francisco, CA1.36MShares$90.5 Million0.02% of portfolio
-
Acropolis Investment Management, LLC773KShares$51.3 Million3.05% of portfolio
-
Black Rock Inc. New York, NY499KShares$33.1 Million0.0% of portfolio
-
Financial Management Professionals, Inc.469KShares$31.1 Million3.94% of portfolio