Lwm Advisory Services, LLC Unitedhealth Group Inc Transaction History
Lwm Advisory Services, LLC
- $139 Million
- Q2 2025
A detailed history of Lwm Advisory Services, LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Lwm Advisory Services, LLC holds 751 shares of UNH stock, worth $248,453. This represents 0.17% of its overall portfolio holdings.
Number of Shares
751
Previous 697
7.75%
Holding current value
$248,453
Previous $365,000
35.89%
% of portfolio
0.17%
Previous 0.26%
Shares
14 transactions
Others Institutions Holding UNH
# of Institutions
3,807Shares Held
773MCall Options Held
39.8MPut Options Held
33.5M-
Vanguard Group Inc Valley Forge, PA90.9MShares$30.1 Billion0.48% of portfolio
-
Black Rock Inc. New York, NY73.4MShares$24.3 Billion0.86% of portfolio
-
State Street Corp Boston, MA44.9MShares$14.9 Billion0.54% of portfolio
-
Jpmorgan Chase & CO New York, NY26.3MShares$8.7 Billion1.08% of portfolio
-
Wellington Management Group LLP Boston, MA24.2MShares$8.01 Billion1.43% of portfolio
About UNITEDHEALTH GROUP INC
- Ticker UNH
- Exchange NYSE
- Sector Healthcare
- Industry Healthcare Plans
- Shares Outstandng 935,382,976
- Market Cap $309B
- 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...