Institutional Owners for UNH
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| TANDEM WEALTH ADVISORS LLC | Stock | 3501 | $411,173 | 781 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| LWM ADVISORY SERVICES LLC | COM | 3502 | $411,173 | 781 | 0.00 | 0.00 | 74 | 10.47 | 12-31-2023 |
| SUMMIT FINANCIAL STRATEGIES INC | COM | 3503 | $410,569 | 780 | 0.00 | 0.00 | -33 | -4.06 | 12-31-2023 |
| INVESTMARK ADVISORY GROUP LLC | COM | 3504 | $410,128 | 779 | 0.00 | 0.33 | 49 | 6.71 | 12-31-2023 |
