Ullmann Wealth Partners Group, LLC LRGF Holdings History
Ullmann Wealth Partners Group, LLC's iShares U.S. Equity Factor ETF Holding Summary
As of 2025-06-30, Ullmann Wealth Partners Group, LLC held 1.46 Mil shares of iShares U.S. Equity Factor ETF(LRGF), totaling $93.85 Mil. This investment constitutes 11.09% of their stock portfolio, and Ullmann Wealth Partners Group, LLC now holds 3.62% of the outstanding iShares U.S. Equity Factor ETF(LRGF) stock.
The initial trade took place in 2023Q1. And since then Ullmann Wealth Partners Group, LLC has made 8 purchases of LRGF, at an average price of $44.95, for a total of 1.54 Mil shares. In addition, there have been 2 sales at an average price of $59.69 for 76,504.00 shares. Based on historical transaction data and LRGF's current price of $64.39, Ullmann Wealth Partners Group, LLC's estimated gain on his LRGF holdings is $29.58 Mil, reflecting a 42.74% gain to date.
Ullmann Wealth Partners Group, LLC LRGF ($64.39) Holding Chart
Ullmann Wealth Partners Group, LLC LRGF ($64.39) 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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