Institutional Owners for UNH
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| SPOTLIGHT ASSET GROUP INC | Stock | 3401 | $439,654 | 872 | 0.00 | 872 | +Inf | 12-31-2023 | |
| BIRCHCREEK WEALTH MANAGEMENT LLC | COM | 3402 | $430,389 | 870 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| TRELLIS ADVISORS LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| CANVAS WEALTH ADVISORS LLC | COM | 3404 | $415,404 | 867 | 0.00 | 0.00 | 72 | 9.06 | 03-31-2024 |
