Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ULLMANN WEALTH PARTNERS GROUP LLC | 05-10-2024 | 03-31-2024 | 113 | 672,530,307 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | VALUE ETF | 101 | $543,818 | 3,339 | 0.00 | 0.00 | -1 | -0.03 | 03-31-2024 |
| ISHARES TR | MORNINGSTAR VALU | 102 | $540,316 | 7,030 | 0.00 | 0.00 | -56 | -0.79 | 03-31-2024 |
| INTERNATIONAL BUSINESS MACHS | COM | 103 | $538,125 | 2,818 | 0.00 | 0.00 | 120 | 4.45 | 03-31-2024 |
| UNITEDHEALTH GROUP INC | COM | 104 | $522,992 | 1,057 | 0.00 | 0.00 | -101 | -8.72 | 03-31-2024 |
