Private Wealth Management Group, LLC Healthequity, Inc. Transaction History
Private Wealth Management Group, LLC
- $363 Billion
- Q3 2025
A detailed history of Private Wealth Management Group, LLC transactions in Healthequity, Inc. stock. As of the latest transaction made, Private Wealth Management Group, LLC holds 52 shares of HQY stock, worth $4,734. This represents 0.0% of its overall portfolio holdings.
Number of Shares
52
Previous 34
52.94%
Holding current value
$4,734
Previous $3.56 Million
38.38%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding HQY
# of Institutions
543Shares Held
86.6MCall Options Held
311KPut Options Held
246K-
Black Rock Inc. New York, NY10.7MShares$978 Million0.02% of portfolio
-
Vanguard Group Inc Valley Forge, PA8.5MShares$774 Million0.01% of portfolio
-
Wasatch Advisors Inc Salt Lake City, UT6.1MShares$555 Million3.47% of portfolio
-
State Street Corp Boston, MA3.18MShares$290 Million0.01% of portfolio
-
Invesco Ltd. Atlanta, GA2.37MShares$215 Million0.04% of portfolio
About HEALTHEQUITY, INC.
- Ticker HQY
- Exchange NASDAQ
- Sector Healthcare
- Industry Health Information Services
- Shares Outstandng 84,530,704
- Market Cap $7.7B
- Description
- HealthEquity, Inc. provides technology-enabled services platforms to consumers and employers in the United States. The company offers cloud-based platforms for individuals to make health saving and spending decisions, pay healthcare bills, compare treatment options and prices, receive personalized benefit and clinical information, earn wellness ...