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 |
|---|---|---|---|---|---|---|---|---|---|
| HCA HEALTHCARE INC | COM | 51 | $2,130,522 | 7,871 | 0.00 | 0.00 | 3,366 | 74.72 | 12-31-2023 |
| ISHARES TR | S&P SML 600 GWT | 52 | $2,063,748 | 16,492 | 0.00 | 0.00 | 53 | 0.32 | 12-31-2023 |
| INVESCO EXCHANGE TRADED FD T | LARGE CAP GROWTH | 53 | $2,019,593 | 25,992 | 0.00 | 0.00 | 7 | 0.03 | 12-31-2023 |
| ISHARES TR | S&P MC 400GR ETF | 54 | $1,994,972 | 25,183 | 0.00 | 0.00 | -461 | -1.80 | 12-31-2023 |
