Number of Shares
18,146
Previous 15,608 16.26%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 14, 2025

BUY
N/A
2,538 Added 16.26%
18,146 $0
Q3 2024

Oct 15, 2024

BUY
N/A
1,862 Added 13.55%
15,608 $0
Q2 2024

Aug 07, 2024

BUY
N/A
7,820 Added 131.96%
13,746 $0
Q1 2024

May 10, 2024

BUY
N/A
5,926 New
5,926 $0
Track This Portfolio

Track Ullmann Wealth Partners Group, LLC Portfolio

Follow Ullmann Wealth Partners Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ullmann Wealth Partners Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ullmann Wealth Partners Group, LLC with notifications on news.