$100 Million is the total value of Ullmann Wealth Partners Group, LLC's 48 reported holdings in Q3 2017. The portfolio turnover from Q2 2017 to Q3 2017 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2017 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2017-11-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 28 | Q3 2023 | 17.6% |
| ISHARES TR | 28 | Q3 2023 | 12.5% |
| ISHARES TR | 28 | Q3 2023 | 7.9% |
| ISHARES TR | 28 | Q3 2023 | 9.1% |
| ISHARES TR | 28 | Q3 2023 | 4.9% |
| ISHARES TR | 28 | Q3 2023 | 3.8% |
| ISHARES TR | 28 | Q3 2023 | 5.2% |
| ISHARES TR | 28 | Q3 2023 | 5.4% |
| PROCTER & GAMBLE CO COM | 28 | Q3 2023 | 3.3% |
| ISHARES TR | 28 | Q3 2023 | 4.6% |
View Ullmann Wealth Partners Group, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-10 |
| 13F-HR | 2024-01-11 |
| 13F-HR | 2023-10-13 |
| 13F-HR | 2023-07-14 |
| 13F-HR | 2023-04-11 |
| 13F-HR | 2023-01-19 |
| 13F-HR | 2022-10-12 |
| 13F-HR | 2022-07-13 |
| 13F-HR | 2022-04-14 |
| 13F-HR | 2022-01-26 |
View Ullmann Wealth Partners Group, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.