Ullmann Wealth Partners Group LLC Increases Position in Visa Inc.

Sep 13, 2024  · Ullmann Wealth Partners Group LLC increased its stake in shares of Visa Inc. (NYSE:V – Free Report) by 5.8% in the second quarter, according to its most recent 13F filing …


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Ullmann Wealth Partners Group LLC Increases Position In Visa Inc.

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Sep 13, 2024  · Ullmann Wealth Partners Group LLC increased its stake in shares of Visa Inc. (NYSE:V – Free Report) by 5.8% in the second quarter, according to its most recent 13F filing …

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Ullmann Wealth Partners Group LLC Sells 62 Shares Of Visa Inc.

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Oct 15, 2024  · Ullmann Wealth Partners Group LLC’s holdings in Visa were worth $303,000 as of its most recent SEC filing. A number of other hedge funds also recently made changes to their …

mayfieldrecorder.com

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

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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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Valley Wealth Managers Inc. Raises Holdings In Visa Inc. (NYSE:V)

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21 hours ago  · KMG Fiduciary Partners LLC lifted its holdings in Visa by 0.3% in the third quarter. KMG Fiduciary Partners LLC now owns 13,933 shares of the credit-card processor's stock …

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Ullmann Wealth Partners Group LLC Makes New $702,000

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Oct 15, 2024  · Ullmann Wealth Partners Group LLC bought a new position in Blackstone Inc. (NYSE:BX - Free Report) during the third quarter, according to its most recent Form 13F filing …

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Ullmann Wealth Partners Group LLC Raises Stock Position In …

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Oct 13, 2024  · Ullmann Wealth Partners Group LLC lifted its position in shares of Amazon.com, Inc. (NASDAQ:AMZN) by 3.4% during the 2nd quarter, Holdings Channel.com reports. The …

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Ullmann Wealth Partners Group LLC Has $1.25 Million

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Oct 15, 2024  · Written by MarketBeat. October 15, 2024. Ullmann Wealth Partners Group LLC increased its position in AbbVie Inc. (NYSE:ABBV - Free Report) by 109.1% during the 3rd …

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Ullmann Wealth Partners Group LLC Has $2.07 Million Stock …

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October 15, 2024. Ullmann Wealth Partners Group LLC grew its holdings in shares of Bank of America Co. (NYSE:BAC) by 65.0% in the third quarter, according to its most recent Form 13F …

marketbeat.com

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WealthPLAN Partners LLC Sells 8,409 Shares Of Visa Inc

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5 days ago  · WealthPLAN Partners LLC cut its stake in Visa Inc. (NYSE:V - Free Report) by 59.3% during the third quarter, according to its most recent 13F filing with the Securities and …

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Klingman & Associates LLC Grows Stake In Visa Inc. (NYSE:V)

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Nov 10, 2024  · Visa had a return on equity of 53.16% and a net margin of 54.96%. The company's quarterly revenue was up 11.7% compared to the same quarter last year. During …

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