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Anthem shares owned by Aurum Wealth Management Group

Quarter-by-quarter ownership of Anthem (ELV) shares owned by Aurum Wealth Management Group from 13F filings

Historical chart of Aurum Wealth Management Group investment in Anthem

Tip: Access up to 7 years of quarterly data

All positions including Anthem held by Aurum Wealth Management Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Anthem by Aurum Wealth Management Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $268k 516 520.00
2024-06-30 $301k 555 541.86
2024-03-31 $288k 555 518.54
2023-12-31 $245k 520 471.56
2023-06-30 $204k 458 444.29
2022-12-31 $220k 429 512.97
2022-06-30 $220k 455 483.52
2022-03-31 $231k 471 490.45
2021-12-31 $210k 453 463.58

More positions owned by Aurum Wealth Management Group

Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Scp Etf (IJR)
Apple (AAPL)
Ishares Tr Core Us Aggbd Et (AGG)
Microsoft Corporation (MSFT)
Vaneck Etf Trust Cef Muni Income (XMPT)
J P Morgan Exchange Traded F Municipal Etf (JMUB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for Aurum Wealth Management Group

Top funds holding Anthem

Vanguard Group
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State Street Corporation
T. Rowe Price Associates
Geode Capital Management
FMR
Sanders Capital
Wellington Management Company
Capital Research and Management Company - Division 3
Ameriprise Financial
Nuveen Asset Management
Jpmorgan Chase & Co
Alliancebernstein
Baillie Gifford & Co
Artisan Partners Limited Partnership

View all funds holding Anthem