Appleton Group, LLC Healthequity, Inc. Transaction History
Appleton Group, LLC
- $28.6 Million
- Q3 2023
A detailed history of Appleton Group, LLC transactions in Healthequity, Inc. stock. As of the latest transaction made, Appleton Group, LLC holds 4,878 shares of HQY stock, worth $463,166. This represents 1.24% of its overall portfolio holdings.
Number of Shares
4,878
Previous 4,878
-0.0%
Holding current value
$463,166
Previous $307,000
15.96%
% of portfolio
1.24%
Previous 0.43%
Shares
8 transactions
Others Institutions Holding HQY
# of Institutions
435Shares Held
81.6MCall Options Held
205KPut Options Held
101K-
Black Rock Inc. New York, NY10.7MShares$1.02 Billion0.02% of portfolio
-
Vanguard Group Inc Valley Forge, PA8.88MShares$843 Million0.01% of portfolio
-
Wasatch Advisors Inc Salt Lake City, UT7.76MShares$737 Million3.16% of portfolio
-
State Street Corp Boston, MA3.13MShares$297 Million0.01% of portfolio
-
Clearbridge Investments, LLC New York, NY2.39MShares$227 Million0.16% of portfolio
About HEALTHEQUITY, INC.
- Ticker HQY
- Exchange NASDAQ
- Sector Healthcare
- Industry Health Information Services
- Shares Outstandng 84,530,704
- Market Cap $8.03B
- 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 ...