Portfolio Holdings & Fund Performance - Ullmann Wealth Partners Group LLC

List of top 200 securities held by Ullmann Wealth Partners Group LLC:

  1. Institutional investors with $100 million or more in holdings are required to report their portfolio holdings on a quarterly basis within 45 days of the end of a calendar quarter.
  2. The table below lists top 200 holdings for the reported quarter.
  3. Portfolio values with missing quarterly reports are assigned zero.
"Insiders might sell their shares for any number of reasons, but they buy them for only one: they think the price will rise"
- Peter Lynch
What is insider trading>>
Quarter: 2025Q1
Report Date Time: 2025-04-10 17:40:14
Total Holdings: 135
Assets Under Management (AUM) :
$748,661,952 ($748.66M)
Reporting Manager: Carrie King
Address:

1540 THE GREENS WAY
JACKSONVILLE BEACH, FL 32250

Since : total money flow = , gains and losses =
Select filters:
×

ERROR