Ullmann Wealth Partners Group, LLC Ishares Msci Usa Small Cap Mul Put Options Transaction History
Ullmann Wealth Partners Group, LLC
- $672 Million
- Q1 2024
Put Options
0 transactions
Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
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Others Institutions Holding SMLF
# of Institutions
146Shares Held
13.6MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY3.97MShares$240 Million16.35% of portfolio
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Wells Fargo & Company San Francisco, CA1.25MShares$75.5 Million0.02% of portfolio
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Acropolis Investment Management, LLC708KShares$42.8 Million3.0% of portfolio
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Black Rock Inc. New York, NY504KShares$30.4 Million0.0% of portfolio
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Financial Management Professionals, Inc.459KShares$27.7 Million4.3% of portfolio