Institutional Owners for UNH
Institution Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta (%) Period of Report
CHARLES SCHWAB INVESTMENT ADVISORY INC COM 4101 $217,057 412 0.00 0.00 -18 -4.19 12-31-2023
BILTMORE CAPITAL ADVISORS LLC COM 4102 $206,000 411 0.03 411 +Inf 12-31-2021
REFRAME WEALTH LLC COM 4103 $217,374 410 0.00 410 +Inf 12-31-2022
CAPITAL DIRECTIONS INVESTMENT ADVISORS LLC COM 4104 $217,374 410 0.00 0.09 410 +Inf 12-31-2022
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