Heritage Oak Wealth Advisors LLC Unitedhealth Group Inc Transaction History
Heritage Oak Wealth Advisors LLC
- $217 Billion
- Q3 2024
A detailed history of Heritage Oak Wealth Advisors LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Heritage Oak Wealth Advisors LLC holds 1,067 shares of UNH stock, worth $533,638. This represents 0.29% of its overall portfolio holdings.
Number of Shares
1,067
Previous 1,499
28.82%
Holding current value
$533,638
Previous $763 Million
18.28%
% of portfolio
0.29%
Previous 0.39%
Shares
2 transactions
Others Institutions Holding UNH
# of Institutions
3,838Shares Held
775MCall Options Held
6.76MPut Options Held
7.03M-
Vanguard Group Inc Valley Forge, PA85MShares$42.5 Billion0.91% of portfolio
-
Black Rock Inc. New York, NY73.4MShares$36.7 Billion0.86% of portfolio
-
State Street Corp Boston, MA45.5MShares$22.8 Billion1.1% of portfolio
-
Jpmorgan Chase & CO New York, NY26.4MShares$13.2 Billion1.26% of portfolio
-
Capital World Investors Los Angeles, CA26.2MShares$13.1 Billion2.45% of portfolio
About UNITEDHEALTH GROUP INC
- Ticker UNH
- Exchange NYSE
- Sector Healthcare
- Industry Healthcare Plans
- Shares Outstandng 935,382,976
- Market Cap $468B
- Description
- UnitedHealth Group Incorporated operates as a diversified health care company in the United States. It operates through four segments: UnitedHealthcare, Optum Health, Optum Insight, and Optum Rx. The UnitedHealthcare segment offers consumer-oriented health benefit plans and services for national employers, public sector employers, mid-sized empl...