Ullmann Wealth Partners Group, LLC Closed Holding Positions

Ullmann Wealth Partners Group, LLC

  • $772 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
Q2 2022 Filed on Jul 13, 2022
5,396
$99.0 - $100.08 $534K - $540K
BE
Bloom Energy Corp

Industrials
Q2 2022 Filed on Jul 13, 2022
9,618
$12.13 - $26.21 $117K - $252K
VV
Vanguard Large Cap ETF

ETFs
Q1 2022 Filed on Apr 14, 2022
1,000
$191.25 - $221.63 $191K - $222K
EEM
Ishares Msci Emerging Markets

ETFs
Q1 2022 Filed on Apr 14, 2022
4,528
$41.54 - $50.85 $188K - $230K
NEAR
Blackrock Short Maturity Bond

ETFs
Q1 2022 Filed on Apr 14, 2022
11,841
$49.51 - $49.96 $586K - $592K
NSC
Norfolk Southern Corp

Industrials
Q1 2022 Filed on Apr 14, 2022
1,328
$253.66 - $296.81 $337K - $394K
MMM
3 M CO

Industrials
Q1 2022 Filed on Apr 14, 2022
1,227
$140.96 - $181.02 $173K - $222K
KSU
Kansas City Southern

Industrials
Q4 2021 Filed on Jan 26, 2022
2,492
N/A
IDHD
Invesco ETF Tr Ii S&P Intl Dev

ETFs
Q4 2021 Filed on Jan 26, 2022
11,973
N/A
CP
Canadian Pacific Railway LTD

Industrials
Q3 2021 Filed on Oct 19, 2021
4,300
$64.64 - $77.57 $278K - $334K
EFV
Msci Eafe Value ETF

ETFs
Q3 2021 Filed on Oct 19, 2021
4,862
$49.8 - $52.99 $242K - $258K
T
At&T Inc.

Communication Services
Q2 2021 Filed on Jul 09, 2021
7,979
$21.64 - $24.65 $173K - $197K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
Q2 2021 Filed on Jul 09, 2021
15,837
$38.15 - $40.84 $604K - $647K
RWR
Spdr Dow Jones Reit ETF

ETFs
Q1 2020 Filed on Apr 09, 2020
3,422
$59.3 - $107.65 $203K - $368K
Nuveen Energy Mlp Totl Rtrnfd Com
Q4 2019 Filed on Jan 14, 2020
10,900
N/A
C
Citigroup Inc

Financial Services
Q4 2019 Filed on Jan 14, 2020
3,109
$66.26 - $79.89 $206K - $248K
BRK-A
Berkshire Hathaway Inc

Financial Services
Q3 2019 Filed on Oct 08, 2019
1
$295000.0 - $323149.0 $295K - $323K
Invesco Russell 2000 Equal Weight ETF
Q1 2019 Filed on Apr 08, 2019
7,005
N/A
Power Shares Russell 2000 Pure Value ETF
Q2 2018 Filed on Aug 07, 2018
10,402
N/A
Power Shares Russell 2000 Pure Growth ETF
Q2 2018 Filed on Aug 07, 2018
6,751
N/A
Power Shares S&P Intl Dev Quality ETF
Q2 2018 Filed on Aug 07, 2018
15,903
N/A
Power Shares Russell Top 200 Equal Wt ETF
Q2 2018 Filed on Aug 07, 2018
4,589
N/A
Power Shares Russell Midcap Equal Wt ETF
Q2 2018 Filed on Aug 07, 2018
7,774
N/A
Power Shares Russell Midcap Pure Val ETF
Q2 2018 Filed on Aug 07, 2018
10,562
N/A
ICSH
Blackrock Ultra Short Term Bon

ETFs
Q2 2018 Filed on Aug 07, 2018
11,939
$50.0 - $50.16 $597K - $599K
Power Shares Dynamic Large Cap Growth ETF
Q2 2018 Filed on Aug 07, 2018
34,212
N/A
Power Shares Russell Midcap Pure Gr ETF
Q2 2018 Filed on Aug 07, 2018
58,807
N/A
Power Shares Dynamic Large Cap Value ETF
Q2 2018 Filed on Aug 07, 2018
218,792
N/A
Power Shares Russell 2000 Equal Wt ETF
Q2 2018 Filed on Aug 07, 2018
7,255
N/A
IVE
Ishares S&P 500 Value ETF

ETFs
Q1 2018 Filed on May 07, 2018
1,841
$106.61 - $121.11 $196K - $223K
Power Shares Zacks Micro Cap ETF
Q4 2017 Filed on Feb 09, 2018
32,796
N/A
General Electric CO
Q4 2017 Filed on Feb 09, 2018
8,846
N/A
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