Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ULLMANN WEALTH PARTNERS GROUP LLC | 01-11-2024 | 12-31-2023 | 104 | 612,630,688 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| US BANCORP DEL | COM NEW | 101 | $509,341 | 11,769 | 0.00 | 0.00 | 101 | 0.87 | 12-31-2023 |
| ISHARES TR | MORNINGSTAR VALU | 102 | $500,405 | 7,086 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| MCDONALDS CORP | COM | 103 | $499,541 | 1,685 | 0.00 | 0.00 | 66 | 4.08 | 12-31-2023 |
| VANGUARD INDEX FDS | VALUE ETF | 104 | $499,356 | 3,340 | 0.00 | 0.00 | 520 | 18.44 | 12-31-2023 |
