Ullmann Wealth Partners 13F annual report (2024) | wallmine

Ullmann Wealth Partners 13F Annual Report (2024) | Wallmine

1 week from now

Ullmann Wealth Partners closed its position in Ishares Tr on 11th January 2024. It sold the previously owned 3,408 shares for $476 million. Carrie King also disclosed a decreased stake …

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Ullmann Wealth Partners 13F Annual Report (2023) | Wallmine

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Ullmann Wealth Partners 13F annual report Ullmann Wealth Partners is an investment fund managing more than $369 million ran by Carrie King. There are currently 48 companies in …

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Private Wealth Management 13F Annual Report (2024) | Wallmine

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$231 billion Assets Under Management (AUM) As of 6th August 2024, Private Wealth Management’s top holding is 3,486,689 shares of Dimensional Etf Trust currently worth over …

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Wealthplan Partners 13F Annual Report (2024) | Wallmine

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As of 30th April 2024, Wealthplan Partners’s top holding is 319,004 shares of Apple Inc currently worth over $54.7 billion and making up 5.7% of the portfolio value. Relative to the number of …

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Ullmann Wealth Partners Group, LLC Q3 2024 13F Top Portfolio …

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Aug 7, 2024  · Ullmann Wealth Partners Group, LLC reported 132 holdings with total value $773 M as of Q3 2024. Top holdings included IVV, LRGF, ITOT, DUHP, and SMLF. Ullmann Wealth …

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Ullmann Wealth Partners 13F Annual Report (2024) | Wallmine

1 week from now

Ullmann Wealth Partners is an investment fund managing more than $612 billion ran by Carrie King. There are currently 60 companies in Mrs. King’s portfolio. The largest investments …

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Ullmann Wealth Partners 13F Annual Report (2023) | Wallmine

1 week from now

Ullmann Wealth Partners is an investment fund managing more than $439 billion ran by Carrie King. There are currently 55 companies in Mrs. King’s portfolio. The largest investments …

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Perfromance Wealth Partners 13F Annual Report (2024) | Wallmine GB

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Perfromance Wealth Partners 13F annual report Perfromance Wealth Partners is an investment fund managing more than $2.38 trillion ran by Ryan Gough. There are currently 129 …

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Passaic Partners 13F Annual Report (2024) | Wallmine

1 week from now

In the most recent 13F filing, Passaic Partners revealed that it had opened a new position in Spdr S&p Midcap 400 Etf Tr and bought 50,258 shares worth $26.9 billion. On the other hand, …

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Minot Wealth Management 13F Annual Report - Wallmine

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Recent trades. In the most recent 13F filing, Minot Wealth Management revealed that it had opened a new position in Spdr Ser Tr and bought 110,950 shares worth $7.61 million. The …

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Betterment 13F Annual Report (2024) | Wallmine IN

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Betterment 13F annual report. Betterment is an investment fund managing more than $38.6 billion ran by Brian Woldow. There are currently 132 companies in Mr. Woldow’s portfolio. The …

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Allen Wealth Management 13F Annual Report (2024) | Wallmine

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Allen Wealth Management 13F annual report Allen Wealth Management is an investment fund managing more than $113 billion ran by Joe Hill. There are currently 57 companies in Mr. Hill’s …

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Blue Pool Management 13F Annual Report (2024) | Wallmine

1 week from now

As of 7th November 2023, Blue Pool Management’s top holding is 41,157,043 shares of Blue Owl Capital Inc currently worth over $533 billion and making up 100.0% of the portfolio value. …

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Ullmann Wealth Partners 13F Annual Report (2024) | Wallmine

1 week from now

Ullmann Wealth Partners is an investment fund managing more than $671 billion ran by Carrie King. There are currently 69 companies in Mrs. King’s portfolio. The largest investments …

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Ullmann Family Foundation Inc - 501C3 Nonprofit - Martinsville, …

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Jun 1, 2024  · Income: $100,000 +. Form 990 Revenue: $0. Organization Name & Address. Ullmann Family Foundation Inc. 2107 Arbor Way. Martinsville, NJ. 08836-2216. Contact Info …

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Almanack Investment Partners, 13F Annual Report (2024) | Wallmine

1 week from now

In the most recent 13F filing, Almanack Investment Partners, revealed that it had opened a new position in IDT and bought 12,580,530 shares worth $12.6 billion . This means they effectively …

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Able Wealth Management 13F Annual Report (2024) | Wallmine

1 week from now

As of 13th February 2024, Able Wealth Management’s top holding is 176,323 shares of iShares Short Treasury Bond ETF currently worth over $19.4 billion and making up 17.6% of the …

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Capital Wealth Planning 13F Annual Report (2024) | Wallmine

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As of 2nd August 2024, Capital Wealth Planning’s top holding is 1,216,350 shares of Microsoft currently worth over $544 billion and making up 5.7% of the portfolio value.Relative to the …

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