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UnitedHealth shares owned by Invenio Wealth Partners

Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Invenio Wealth Partners from 13F filings

Historical chart of Invenio Wealth Partners investment in UnitedHealth

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All positions including UnitedHealth held by Invenio Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UnitedHealth by Invenio Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-06-30 $826k 1.6k 509.26
2024-03-31 $1.0M 2.1k 494.70
2023-12-31 $1.3M 2.4k 526.39
2023-09-30 $1.3M 2.6k 504.17

More positions owned by Invenio Wealth Partners

Wisdomtree U.s. High Dividend Fund Etf (DHS)
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)
Wisdomtree Us Quality Dividend Growth Fund Etf (DGRW)
Wisdomtree U.s. Midcap Dividend Fund Etf (DON)
Jpmorgan Municipal Etf Etf (JMUB)
Wisdomtree International Quality Dividend Growth Fund Etf (IQDG)
Wisdomtree Yield Enhanced U.s. Aggregate Bond Fund Etf (AGGY)
Schwab U.s. Large-cap Growth Etf Etf (SCHG)
Wisdomtree U.s. High Yield Corporate Bond Fund Etf (QHY)
Wisdomtree Managed Futures Strategy Fund Etf (WTMF)
Wisdomtree Emerging Markets Ex-state-owned Enterprises Fund Etf (XSOE)
Spdr S&p 500 Etf Trust Etf (SPY)
Wisdomtree U.s. Smallcap Fund Etf (EES)
Ishares National Muni Bond Etf Etf (MUB)
Wisdomtree Mortgage Plus Bond Fund Etf (MTGP)

View all positions for Invenio Wealth Partners

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