Invera Wealth Advisors, LLC UNH Holdings History
Invera Wealth Advisors, LLC's UnitedHealth Group Inc Holding Summary
As of 2025-03-31, Invera Wealth Advisors, LLC held 1,726.00 shares of UnitedHealth Group Inc(UNH), totaling $903,990.00. This investment constitutes 1.06% of their stock portfolio, and Invera Wealth Advisors, LLC now holds 0% of the outstanding UnitedHealth Group Inc(UNH) stock.
The initial trade took place in 2023Q4. And since then Invera Wealth Advisors, LLC has made 1 purchases of UNH, at an average price of $532.84, for a total of 3,213.00 shares. In addition, there have been 4 sales at an average price of $524.05 for 1,487.00 shares. Based on historical transaction data and UNH's current price of $278.58, Invera Wealth Advisors, LLC's estimated gain on his UNH holdings is $-451,906.83, reflecting a -26.40% gain to date.
Invera Wealth Advisors, LLC UNH ($278.58) Holding Chart
Invera Wealth Advisors, LLC UNH ($278.58) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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