A detailed history of Integrated Wealth Concepts LLC transactions in Elevance Health, Inc. stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 3,756 shares of ELV stock, worth $1.4 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
3,756
Previous 3,642 3.13%
Holding current value
$1.4 Million
Previous $1.97 Million 1.01%
% of portfolio
0.02%
Previous 0.03%

Shares

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

Nov 14, 2024

BUY
$500.12 - $562.29 $57,013 - $64,101
114 Added 3.13%
3,756 $1.95 Million
Q2 2024

Aug 14, 2024

BUY
$497.49 - $547.8 $150,241 - $165,435
302 Added 9.04%
3,642 $1.97 Million
Q1 2024

May 15, 2024

BUY
$464.61 - $519.96 $53,894 - $60,315
116 Added 3.6%
3,340 $1.73 Million
Q4 2023

Feb 13, 2024

BUY
$433.51 - $488.06 $10,837 - $12,201
25 Added 0.78%
3,224 $1.52 Million
Q3 2023

Nov 15, 2023

SELL
$414.13 - $475.93 $69,159 - $79,480
-167 Reduced 4.96%
3,199 $1.39 Million
Q2 2023

Aug 15, 2023

BUY
$436.33 - $496.2 $44,505 - $50,612
102 Added 3.13%
3,366 $1.5 Million
Q1 2023

May 03, 2023

BUY
$446.3 - $502.2 $718,096 - $808,039
1,609 Added 97.22%
3,264 $1.5 Million
Q4 2022

Feb 13, 2023

BUY
$465.23 - $546.77 $61,410 - $72,173
132 Added 8.67%
1,655 $849,000
Q3 2022

Nov 14, 2022

BUY
$445.98 - $507.0 $30,772 - $34,983
69 Added 4.75%
1,523 $692,000
Q2 2022

Aug 08, 2022

SELL
$444.32 - $529.84 $275,922 - $329,030
-621 Reduced 29.93%
1,454 $702,000
Q1 2022

May 12, 2022

BUY
$428.44 - $502.48 $242,068 - $283,901
565 Added 37.42%
2,075 $1.02 Million
Q4 2021

Feb 15, 2022

BUY
$370.08 - $467.67 $199,843 - $252,541
540 Added 55.67%
1,510 $700,000
Q3 2021

Nov 15, 2021

BUY
$357.51 - $398.13 $346,784 - $386,186
970 New
970 $362,000

Others Institutions Holding ELV

About Elevance Health, Inc.


  • Ticker ELV
  • Exchange NYSE
  • Sector Healthcare
  • Industry Healthcare Plans
  • Shares Outstandng 240,000,992
  • Market Cap $89.5B
  • 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
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