Ullmann Wealth Partners Group, LLC
CIK Number: 0001697725
752.62M
Market Value
134
# of Holdings
14 months
Avg. Holding Period
39.13%
Win Rate
28.59%
Peformance 3-Years
Main Sectors:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | IVV | iShares Core S&... | 566.98 | -0.06% | 243.78K | -1.17% | 143.51M | 424.74 | 18.52% |
| 2 | LRGF | iShares U.S. Eq... | 58.75 | -0.27% | 1.54M | +0.92% | 92.93M | 45.69 | 11.99% |
| 3 | ITOT | iShares Core S&... | 123.37 | -0.1% | 646.45K | -0.92% | 83.15M | 69.67 | 10.73% |
| 4 | DUHP | Dimensional US ... | 32.94 | -0.35% | 1.21M | -0.54% | 40.74M | 26.88 | 5.26% |
| 5 | SMLF | iShares MSCI US... | 63.51 | -0.25% | 568.07K | +1.52% | 38.34M | 52.58 | 4.95% |
Stop Guessing, Start Knowing.
Cut through market noise with actionable insights that actually help you make confident investment decisions. No more endless research or gut-based guessing.
- Unlimited access to all data and tools
- Unlimited access to all data and tools, giving you the edge over everyone else in the market.
- Realtime Options & Dark Pool Data
- Instant access to live options & dark pool data to spot opportunities and trade with precision before the market moves.
- Top Wallstreet Analyst Ratings
- Follow ratings from the best analysts on Wall Street to stay ahead.
- Up to 30 years financial history
- We deliver premium Wall Street data with top-tier accuracy and up to 30 years of history.