A detailed history of Avantax Advisory Services, Inc. transactions in Healthequity, Inc. stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 9,645 shares of HQY stock, worth $1.09 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
9,645
Previous 7,818 23.37%
Holding current value
$1.09 Million
Previous $639,000 44.76%
% of portfolio
0.01%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 07, 2025

BUY
$78.18 - $104.65 $142,834 - $191,195
1,827 Added 23.37%
9,645 $925,000
Q3 2024

Nov 13, 2024

SELL
$67.98 - $86.62 $11,828 - $15,071
-174 Reduced 2.18%
7,818 $639,000
Q2 2024

Aug 09, 2024

BUY
$75.85 - $86.94 $606,193 - $694,824
7,992 New
7,992 $688,000

Others Institutions Holding HQY

About HEALTHEQUITY, INC.


  • Ticker HQY
  • Exchange NASDAQ
  • Sector Healthcare
  • Industry Health Information Services
  • Shares Outstandng 84,530,704
  • Market Cap $9.53B
  • 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 ...
More about HQY
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