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Ul Solutions shares owned by Efficient Wealth Management

Quarter-by-quarter ownership of Ul Solutions shares owned by Efficient Wealth Management from 13F filings

Historical chart of Efficient Wealth Management investment in Ul Solutions

Tip: Access up to 7 years of quarterly data

All positions including Ul Solutions held by Efficient Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ul Solutions by Efficient Wealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $999 30 33.33

More positions owned by Efficient Wealth Management

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Bd Index Fds Vanguard Ultra (VUSB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Real Estate Etf (VNQ)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Bd Index Fds Short Trm Bond (BSV)

View all positions for Efficient Wealth Management

Top funds holding Ul Solutions

Jpmorgan Chase & Co
Vanguard Group
Henderson Group
Massachusetts Financial Services
T. Rowe Price Investment Management
BlackRock
American Century Companies
Citadel Advisors
J. Goldman & Co
AltraVue Capital
Alyeska Investment Group
Conestoga Capital Advisors
DekaBank Deutsche Girozentrale
Two Sigma Investments
Two Sigma Advisers

View all funds holding Ul Solutions