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Connecticut Wealth Management’s UL Solutions ULS Stock Holding History

Connecticut Wealth Management’s Portfolio ULS Stock Details ULS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$786K Hold
10,785
– – 0.04% 171
2025
Q1 		$608K Buy
10,785
+585
+6% +$33K 0.03% 194
2024
Q4 		$509K Buy
+10,200
New +$509K 0.03% 185