Ullmann Wealth Partners Group, LLC IXUS Holdings History
Ullmann Wealth Partners Group, LLC's iShares Core MSCI Total International Stock ETF Holding Summary
As of 2025-06-30, Ullmann Wealth Partners Group, LLC held 302,352.00 shares of iShares Core MSCI Total International Stock ETF(IXUS), totaling $23.37 Mil. This investment constitutes 2.76% of their stock portfolio, and Ullmann Wealth Partners Group, LLC now holds 0.05% of the outstanding iShares Core MSCI Total International Stock ETF(IXUS) stock.
The initial trade took place in 2020Q2. And since then Ullmann Wealth Partners Group, LLC has made 6 purchases of IXUS, at an average price of $57.48, for a total of 407,455.00 shares. In addition, there have been 15 sales at an average price of $67.10 for 105,103.00 shares. Based on historical transaction data and IXUS's current price of $76.98, Ullmann Wealth Partners Group, LLC's estimated gain on his IXUS holdings is $6.91 Mil, reflecting a 29.50% gain to date.
Ullmann Wealth Partners Group, LLC IXUS ($76.98) Holding Chart
Ullmann Wealth Partners Group, LLC IXUS ($76.98) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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