A detailed history of Kingswood Wealth Advisors, LLC transactions in Elevance Health, Inc. stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 10,733 shares of ELV stock, worth $4.23 Million. This represents 0.4% of its overall portfolio holdings.

Number of Shares
10,733
Previous 10,826 0.86%
Holding current value
$4.23 Million
Previous $5.87 Billion 4.83%
% of portfolio
0.4%
Previous 0.53%

Shares

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

Oct 21, 2024

SELL
$500.12 - $562.29 $46,511 - $52,292
-93 Reduced 0.86%
10,733 $5.58 Billion
Q2 2024

Jul 09, 2024

BUY
$497.49 - $547.8 $946,723 - $1.04 Million
1,903 Added 21.33%
10,826 $5.87 Billion
Q1 2024

Apr 15, 2024

SELL
$464.61 - $519.96 $1.08 Million - $1.21 Million
-2,321 Reduced 20.64%
8,923 $4.63 Billion
Q4 2023

Jan 16, 2024

BUY
$433.51 - $488.06 $1.16 Million - $1.31 Million
2,678 Added 31.26%
11,244 $5.3 Billion
Q3 2023

Oct 23, 2023

SELL
$414.13 - $475.93 $154,884 - $177,997
-374 Reduced 4.18%
8,566 $4.84 Billion
Q2 2023

Aug 09, 2023

BUY
$436.33 - $496.2 $3.9 Million - $4.44 Million
8,940 New
8,940 $3.97 Billion

Others Institutions Holding ELV

About Elevance Health, Inc.


  • Ticker ELV
  • Exchange NYSE
  • Sector Healthcare
  • Industry Healthcare Plans
  • Shares Outstandng 240,000,992
  • Market Cap $94.5B
  • 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
Track This Portfolio

Track Kingswood Wealth Advisors, LLC Portfolio

Follow Kingswood Wealth Advisors, 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 Kingswood Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kingswood Wealth Advisors, LLC with notifications on news.