Ullmann Wealth Partners Group, LLC SMLF Holdings History
Ullmann Wealth Partners Group, LLC's iShares U.S. Small-Cap Equity Factor ETF Holding Summary
As of 2025-06-30, Ullmann Wealth Partners Group, LLC held 510,064.00 shares of iShares U.S. Small-Cap Equity Factor ETF(SMLF), totaling $34.66 Mil. This investment constitutes 4.1% of their stock portfolio, and Ullmann Wealth Partners Group, LLC now holds 1.91% of the outstanding iShares U.S. Small-Cap Equity Factor ETF(SMLF) stock.
The initial trade took place in 2021Q2. And since then Ullmann Wealth Partners Group, LLC has made 14 purchases of SMLF, at an average price of $54.22, for a total of 571,394.00 shares. In addition, there have been 3 sales at an average price of $62.95 for 61,330.00 shares. Based on historical transaction data and SMLF's current price of $69.60, Ullmann Wealth Partners Group, LLC's estimated gain on his SMLF holdings is $8.38 Mil, reflecting a 27.05% gain to date.
Ullmann Wealth Partners Group, LLC SMLF ($69.60) Holding Chart
Ullmann Wealth Partners Group, LLC SMLF ($69.60) 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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