Ullmann Wealth Partners Group, LLC Ishares Tr Call Options Transaction History

Ullmann Wealth Partners Group, LLC

$772 Million
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding LRGF

# of Institutions

201

Shares Held

32.9M

Call Options Held

0

Put Options Held

0

Strategic Financial Services, Inc, Utica, NY

4.2M
Shares

$259 Million
14.69% of portfolio
Halbert Hargrove Global Advisors, LLC

3.27M
Shares

$202 Million
10.63% of portfolio
Sig Fig Wealth Management, LLC San Francisco, CA

1.98M
Shares

$122 Million
4.22% of portfolio
Tolleson Wealth Management, Inc. Dallas, TX

1.95M
Shares

$121 Million
21.87% of portfolio
Wells Fargo & Company San Francisco, CA

1.79M
Shares

$111 Million
0.02% of portfolio

About ISHARES TR

Ticker LRGF
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