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

Oct 15, 2024  · Ullmann Wealth Partners Group LLC reduced its stake in shares of Visa Inc. (NYSE:V – Free Report) by 5.3% in the third quarter, according to its most recent filing with …


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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 reduced its stake in shares of Visa Inc. (NYSE:V – Free Report) by 5.3% in the third quarter, according to its most recent filing with …

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

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$671 billion Assets Under Management (AUM) As of 3rd May 2024, Ullmann Wealth Partners’s top holding is 4,265,542 shares of Ishares Tr currently worth over $440 billion and making up …

wallmine.com

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Ullmann Wealth Partners Group, LLC Buys Dimensional US Core …

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Jan 26, 2022  · Ullmann Wealth Partners Group, LLC initiated holding in Fidelity National Financial Inc. The purchase prices were between $45.79 and $52.62, with an estimated average price of …

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Ullmann Wealth Partners Review 2024 - Investor.com

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Oct 16, 2024  · Ullmann Wealth Partners, registered in 2021, serves 10 state(s) with a licensed staff of 6 advisors. Ullmann Wealth Partners manages $877.1 million and provides investment …

investor.com

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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 Has $1.25 Million

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

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IShares Core S&P 500 ETF (NYSEARCA:IVV) Shares Acquired By …

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Oct 15, 2024  · Ullmann Wealth Partners Group LLC raised its stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 3.4% in the third quarter, according to the …

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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 …

marketbeat.com

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Victory Capital Management Inc. Sells 150,593 Shares Of Visa Inc.

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4 days ago  · KMG Fiduciary Partners LLC now owns 13,933 shares of the credit-card processor's stock worth $3,831,000 after buying an additional 37 shares during the period. Iron Horse …

marketbeat.com

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Catalytic Wealth RIA LLC Has $3.91 Million Stock Holdings In Visa …

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6 days ago  · The institutional investor owned 14,230 shares of the credit-card processor's stock after selling 2,054 shares during the quarter. Visa makes up 0.7% of Catalytic Wealth RIA …

marketbeat.com

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Schrum Private Wealth Management LLC Sells 5,466 Shares Of Visa …

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4 days ago  · Schrum Private Wealth Management LLC decreased its stake in shares of Visa Inc. (NYSE:V - Free Report) by 76.7% during the 3rd quarter, according to the company in its most …

marketbeat.com


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