A detailed history of Avantra Family Wealth, Inc. transactions in Cvs Health Corp stock. As of the latest transaction made, Avantra Family Wealth, Inc. holds 17,537 shares of CVS stock, worth $1.14 Million. This represents 1.0% of its overall portfolio holdings.

Number of Shares
17,537
Previous 15,982 9.73%
Holding current value
$1.14 Million
Previous $1.08 Billion 11.72%
% of portfolio
1.0%
Previous 1.04%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 23, 2025

BUY
$60.04 - $70.18 $93,362 - $109,129
1,555 Added 9.73%
17,537 $1.21 Billion
Q1 2025

Apr 22, 2025

BUY
$44.22 - $68.64 $208,010 - $322,882
4,704 Added 41.71%
15,982 $1.08 Billion
Q4 2024

Jan 24, 2025

BUY
$43.78 - $67.46 $493,750 - $760,813
11,278 New
11,278 $506 Million

Others Institutions Holding CVS

About CVS HEALTH Corp


  • Ticker CVS
  • Exchange NYSE
  • Sector Healthcare
  • Industry Healthcare Plans
  • Shares Outstandng 1,312,829,952
  • Market Cap $85.2B
  • Description
  • CVS Health Corporation provides health services in the United States. The company's Health Care Benefits segment offers traditional, voluntary, and consumer-directed health insurance products and related services. It serves employer groups, individuals, college students, part-time and hourly workers, health plans, health care providers, governme...
More about CVS
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