A detailed history of Family Wealth Group, LLC transactions in Elevance Health, Inc. stock. As of the latest transaction made, Family Wealth Group, LLC holds 595 shares of ELV stock, worth $220,786. This represents 0.33% of its overall portfolio holdings.

Number of Shares
595
Previous 599 0.67%
Holding current value
$220,786
Previous $324,000 4.63%
% of portfolio
0.33%
Previous 0.35%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

SELL
$500.12 - $562.29 $2,000 - $2,249
-4 Reduced 0.67%
595 $309,000
Q2 2024

Aug 14, 2024

BUY
$497.49 - $547.8 $18,904 - $20,816
38 Added 6.77%
599 $324,000
Q1 2024

Aug 14, 2024

BUY
$464.61 - $519.96 $2,323 - $2,599
5 Added 0.9%
561 $290,000
Q4 2023

Feb 14, 2024

BUY
$433.51 - $488.06 $241,031 - $271,361
556 New
556 $262,000

Others Institutions Holding ELV

About Elevance Health, Inc.


  • Ticker ELV
  • Exchange NYSE
  • Sector Healthcare
  • Industry Healthcare Plans
  • Shares Outstandng 240,000,992
  • Market Cap $89.1B
  • Description
  • Elevance Health Inc. operates as a health benefits company. It supports consumers, families, and communities across the entire care journey connecting to the care, support, and resources to lead healthier lives. It serves approximately 118 million people through a portfolio of medical, digital, pharmacy, behavioral, clinical, and care solutions....
More about ELV
Track This Portfolio

Track Family Wealth Group, LLC Portfolio

Follow Family Wealth Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Family Wealth Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Family Wealth Group, LLC with notifications on news.