Ullmann Wealth Partners Group, LLC Purchases in Q4 2024

Ullmann Wealth Partners Group, LLC

  • $774 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
Arista Networks Inc
1.89K
New
N/A
1.89K $0
VEA
Vanguard Ftse Developed Market

ETFs
353
+ 8.38%
$47.57 - $52.44 $16.8K - $18.5K
4.57K $218K
VGSH
Vanguard

ETFs
2.59K
+ 1.38%
$58.02 - $58.88 $150K - $152K
190K $11M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
25
+ 0.9%
$442.29 - $483.08 $11.1K - $12.1K
2.79K $1.26M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
7
+ 0.18%
$91.94 - $100.02 $644 - $700
3.83K $355K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
8.2K
+ 200.0%
$26.93 - $84.95 $221K - $696K
12.3K $335K
RGLD
Royal Gold Inc

Basic Materials
17
+ 0.59%
$131.05 - $154.26 $2.23K - $2.62K
2.91K $383K
DFAX
Dimensional ETF Tr
44
+ 0.37%
$24.76 - $27.04 $1.09K - $1.19K
11.8K $293K
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
7
+ 0.11%
$98.47 - $109.35 $689 - $765
6.49K $638K
IJK
Ishares S&P Midcap 400 Growth

ETFs
5
+ 0.02%
$90.66 - $99.46 $453 - $497
26.8K $2.44M
PG
Procter & Gamble CO

Consumer Defensive
383
+ 2.14%
$161.05 - $179.7 $61.7K - $68.8K
18.3K $3.07M
IDHQ
Invesco ETF Tf Ii S&P Intl Dev

ETFs
4
+ 0.04%
$28.33 - $31.77 $113 - $127
11K $312K
UNH
Unitedhealth Group Inc

Healthcare
91
+ 6.87%
$485.52 - $625.25 $44.2K - $56.9K
1.42K $715K
CSX
Csx Corp

Industrials
11
+ 0.04%
$31.58 - $36.88 $347 - $406
28.9K $933K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
14
+ 0.08%
$134.53 - $150.65 $1.88K - $2.11K
18K $2.44M
IRM
Iron Mountain Inc

Real Estate
44
+ 0.48%
$101.62 - $128.14 $4.47K - $5.64K
9.12K $958K
KO
Coca Cola CO

Consumer Defensive
16
+ 0.12%
$61.74 - $71.71 $988 - $1.15K
13.8K $860K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
202
+ 0.48%
$96.64 - $101.23 $19.5K - $20.4K
41.9K $4.06M
NUE
Nucor Corp

Basic Materials
14
+ 0.25%
$115.78 - $167.74 $1.62K - $2.35K
5.54K $646K
DFIC
Dimensional ETF Tr Dimensional

ETFs
19K
+ 1.55%
$25.61 - $28.0 $486K - $531K
1.24M $32.1M
Activity Summary
Buys All Purchases 71 New Holdings 8 Increased Positions 63 Sells All Sells 36 Reductions 36 Sold out 0 Options Calls 0 Puts 0
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