Ullmann Wealth Partners Group, LLC Reduced Holdings in Q3 2024

Ullmann Wealth Partners Group, LLC

  • $772 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
EMGF
Ishares Msci Emerging Markets

ETFs
-69.5K
- 26.0%
$44.02 - $50.58 $3.06M - $3.52M
198K $9.85M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-20.1K
- 11.43%
$44.9 - $47.55 $904K - $957K
156K $7.37M
NVDA
Nvidia Corp

Technology
-2.22K
- 9.62%
$98.91 - $134.91 $219K - $299K
20.8K $2.53M
GOOGL
Alphabet Inc.

Communication Services
-459
- 5.36%
$148.65 - $191.18 $68.2K - $87.8K
8.11K $1.35M
PG
Procter & Gamble CO

Consumer Defensive
-2.2K
- 10.93%
$160.76 - $177.82 $354K - $391K
17.9K $3.1M
AMZN
Amazon Com Inc

Consumer Cyclical
-135
- 1.11%
$161.02 - $200.0 $21.7K - $27K
12K $2.24M
WFC
Wells Fargo & Company

Financial Services
-168
- 2.22%
$51.58 - $60.97 $8.67K - $10.2K
7.41K $418K
CSX
Csx Corp

Industrials
-1.67K
- 5.46%
$32.48 - $35.45 $54.2K - $59.2K
28.9K $997K
CSCO
Cisco Systems, Inc.

Technology
-785
- 16.4%
$44.74 - $53.22 $35.1K - $41.8K
4K $212K
DFAU
Dimensional ETF Tr

ETFs
-838
- 7.38%
$35.8 - $39.69 $30K - $33.3K
10.5K $417K
VTV
Vanguard Value ETF

ETFs
-288
- 7.94%
$159.75 - $174.57 $46K - $50.3K
3.34K $582K
MUB
Ishares National Muni Bond ETF

ETFs
-434
- 1.44%
$106.13 - $108.7 $46.1K - $47.2K
29.8K $3.24M
ORCL
Oracle Corp

Technology
-236
- 12.18%
$125.9 - $170.35 $29.7K - $40.2K
1.7K $289K
IWM
Ishares Russell 2000 ETF

ETFs
-91
- 3.35%
$200.87 - $224.6 $18.3K - $20.4K
2.63K $580K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-894
- 2.1%
$96.25 - $101.98 $86K - $91.2K
41.7K $4.22M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-1.86K
- 1.03%
$22.38 - $23.66 $41.5K - $43.9K
178K $4.19M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
-77
- 0.21%
$110.22 - $120.89 $8.49K - $9.31K
37.2K $4.47M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-2.69K
- 2.02%
$57.32 - $62.65 $154K - $168K
130K $8.13M
IEFA
Ishares Tr

ETFs
-10.9K
- 4.72%
$70.09 - $78.74 $766K - $860K
221K $17.2M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-694
- 1.12%
$162.64 - $179.3 $113K - $124K
61.3K $11M
IWD
Ishares Russell 1000 Val ETF

ETFs
-34
- 0.11%
$173.36 - $189.8 $5.89K - $6.45K
31.9K $6.06M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-998
- 1.53%
$111.9 - $124.28 $112K - $124K
64.3K $7.94M
IWR
Ishares Russell Mid Cap ETF

ETFs
-1.58K
- 1.48%
$79.92 - $88.19 $126K - $139K
105K $9.26M
IXUS
Ishares Tr

ETFs
-11.5K
- 3.28%
$64.9 - $73.35 $747K - $844K
339K $24.6M
Activity Summary
Buys All Purchases 90 New Holdings 24 Increased Positions 66 Sells All Sells 25 Reductions 25 Sold out 0 Options Calls 0 Puts 0
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