Dougherty Wealth Advisers LLC Unitedhealth Group Inc Transaction History
Dougherty Wealth Advisers LLC
- $125 Million
- Q3 2024
A detailed history of Dougherty Wealth Advisers LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Dougherty Wealth Advisers LLC holds 510 shares of UNH stock, worth $258,233. This represents 0.24% of its overall portfolio holdings.
Number of Shares
510
Previous 538
5.2%
Holding current value
$258,233
Previous $273,000
9.16%
% of portfolio
0.24%
Previous 0.24%
Shares
6 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$43 Billion0.91% of portfolio
-
Black Rock Inc. New York, NY73.4MShares$37.2 Billion0.86% of portfolio
-
State Street Corp Boston, MA45.5MShares$23.1 Billion1.1% of portfolio
-
Jpmorgan Chase & CO New York, NY26.4MShares$13.3 Billion1.26% of portfolio
-
Capital World Investors Los Angeles, CA26.2MShares$13.3 Billion2.45% of portfolio
About UNITEDHEALTH GROUP INC
- Ticker UNH
- Exchange NYSE
- Sector Healthcare
- Industry Healthcare Plans
- Shares Outstandng 935,382,976
- Market Cap $474B
- 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...