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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | S&P MC 400GR ETF | 51 | $2,279,693 | 24,983 | 0.00 | 0.00 | -200 | -0.79 | 03-31-2024 |
| ISHARES TR | S&P SML 600 GWT | 52 | $2,168,707 | 16,589 | 0.00 | 0.00 | 97 | 0.59 | 03-31-2024 |
| AMAZON COM INC | COM | 53 | $2,119,645 | 11,751 | 0.00 | 0.00 | 1,305 | 12.49 | 03-31-2024 |
| ISHARES INC | MSCI EMRG CHN | 54 | $2,023,946 | 35,156 | 0.00 | 35,156 | +Inf | 03-31-2024 |
