Number of Shares
7,106.00
Current Holdings Value*
$2.22 Mil
% of Portfolio
1.32%
Total Estimate Gain
$-1.27 Mil
% of Total Estimate Gain
-19.65%

SECURED RETIREMENT ADVISORS, LLC's UnitedHealth Group Inc Holding Summary

As of 2025-06-30, SECURED RETIREMENT ADVISORS, LLC held 7,106.00 shares of UnitedHealth Group Inc(UNH), totaling $2.22 Mil. This investment constitutes 1.32% of their stock portfolio, and SECURED RETIREMENT ADVISORS, LLC now holds 0% of the outstanding UnitedHealth Group Inc(UNH) stock.

The initial trade took place in 2023Q4. And since then SECURED RETIREMENT ADVISORS, LLC has made 5 purchases of UNH, at an average price of $482.78, for a total of 13,407.00 shares. In addition, there have been 1 sales at an average price of $511.20 for 6,301.00 shares. Based on historical transaction data and UNH's current price of $278.58, SECURED RETIREMENT ADVISORS, LLC's estimated gain on his UNH holdings is $-1.27 Mil, reflecting a -19.65% gain to date.

SECURED RETIREMENT ADVISORS, LLC UNH ($278.58) Holding Chart

SECURED RETIREMENT 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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