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

196

Shares Held

32.8M

Call Options Held

0

Put Options Held

0

Strategic Financial Services, Inc, Utica, NY

4.29M
Shares

$256 Million
15.13% of portfolio
Halbert Hargrove Global Advisors, LLC

3.27M
Shares

$195 Million
10.63% of portfolio
Sig Fig Wealth Management, LLC San Francisco, CA

2.04M
Shares

$122 Million
4.26% of portfolio
Tolleson Wealth Management, Inc. Dallas, TX

2.03M
Shares

$121 Million
22.29% of portfolio
Wells Fargo & Company San Francisco, CA

1.85M
Shares

$110 Million
0.03% of portfolio

About ISHARES TR

Ticker LRGF
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