A detailed history of Life Plan Financial, LLC transactions in Cvs Health Corp stock. As of the latest transaction made, Life Plan Financial, LLC holds 21,937 shares of CVS stock, worth $1.25 Million. This represents 1.18% of its overall portfolio holdings.

Number of Shares
21,937
Previous 19,562 12.14%
Holding current value
$1.25 Million
Previous $1.16 Billion 19.39%
% of portfolio
1.18%
Previous 1.06%

Shares

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

Oct 03, 2024

BUY
$55.81 - $63.18 $132,548 - $150,052
2,375 Added 12.14%
21,937 $1.38 Billion
Q2 2024

Jul 30, 2024

BUY
$53.63 - $79.56 $67,091 - $99,529
1,251 Added 6.83%
19,562 $1.16 Billion
Q1 2024

Apr 30, 2024

SELL
$71.99 - $81.42 $122,958 - $139,065
-1,708 Reduced 8.53%
18,311 $1.46 Billion
Q4 2023

Jan 30, 2024

BUY
$66.29 - $79.0 $1.33 Million - $1.58 Million
20,019 New
20,019 $1.58 Billion

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 $75B
  • 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
Track This Portfolio

Track Life Plan Financial, LLC Portfolio

Follow Life Plan Financial, 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 Life Plan Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Life Plan Financial, LLC with notifications on news.