Ullmann Wealth Partners Group, LLC Ishares Tr Transaction History
Ullmann Wealth Partners Group, LLC
- $772 Million
- Q3 2024
A detailed history of Ullmann Wealth Partners Group, LLC transactions in Ishares Tr stock. As of the latest transaction made, Ullmann Wealth Partners Group, LLC holds 1,525,875 shares of LRGF stock, worth $94.3 Million. This represents 11.61% of its overall portfolio holdings.
Number of Shares
1,525,875
Previous 1,468,081
3.94%
Holding current value
$94.3 Million
Previous $81.8 Million
9.68%
% of portfolio
11.61%
Previous 11.67%
Shares
7 transactions
Others Institutions Holding LRGF
# of Institutions
201Shares Held
32.9MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY4.2MShares$259 Million14.69% of portfolio
-
Halbert Hargrove Global Advisors, LLC3.27MShares$202 Million10.63% of portfolio
-
Sig Fig Wealth Management, LLC San Francisco, CA1.98MShares$122 Million4.22% of portfolio
-
Tolleson Wealth Management, Inc. Dallas, TX1.95MShares$121 Million21.87% of portfolio
-
Wells Fargo & Company San Francisco, CA1.79MShares$111 Million0.02% of portfolio