Ullmann Wealth Partners Group, LLC Portfolio Holdings
Ullmann Wealth Partners Group, LLC
- $672 Million
- Q1 2024
Ullmann Wealth Partners Group, LLC has filed its 13F form on May 10, 2024 for Q1 2024 where it was disclosed a total value porftolio of $672 Million distributed in 113 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $122M, Ishares Tr with a value of $76.2M, Ishares Core S&P Total U.S. St with a value of $75.6M, Dimensional ETF Tr Dimensional with a value of $35.9M, and Ishares Msci Usa Small Cap Mul with a value of $32.4M.
Examining the 13F form we can see an increase of $59.6M in the current position value, from $613M to 672M.
Below you can find more details about Ullmann Wealth Partners Group, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of Under $50 Millions
Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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