Ullmann Wealth Partners Group, LLC
CIK Number: 0001697725
773.16M
Market Value
126
# of Holdings
14 months
Avg. Holding Period
68.70%
Win Rate
50.56%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 607.39 | +0.01% | 246.66K | +3.41% | 142.28M | 424.74 | 18.40% | |
| 2 | Ishares Tr | 62.39 | -0.03% | 1.53M | +3.94% | 89.68M | 45.55 | 11.60% | |
| 3 | Ishares Tr | 133.13 | -0.07% | 652.43K | +0.19% | 81.96M | 69.67 | 10.60% | |
| 4 | Dimensional Etf... | 55.02 | -0.73% | 1.21M | +3.92% | 41.30M | 26.89 | 5.34% | |
| 5 | Ishares Tr | 71.55 | -0.53% | 559.60K | +4.42% | 37.13M | 52.35 | 4.80% |
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