Diversify Wealth Management, LLC Healthequity, Inc. Transaction History
Diversify Wealth Management, LLC
- $1.35 Trillion
- Q1 2025
A detailed history of Diversify Wealth Management, LLC transactions in Healthequity, Inc. stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 90,354 shares of HQY stock, worth $10 Million. This represents 0.58% of its overall portfolio holdings.
Number of Shares
90,354
Previous 92,322
2.13%
Holding current value
$10 Million
Previous $9.26 Billion
15.69%
% of portfolio
0.58%
Previous 0.72%
Shares
4 transactions
Others Institutions Holding HQY
# of Institutions
519Shares Held
88MCall Options Held
308KPut Options Held
322K-
Black Rock Inc. New York, NY10.7MShares$1.19 Billion0.02% of portfolio
-
Vanguard Group Inc Valley Forge, PA8.82MShares$981 Million0.01% of portfolio
-
Wasatch Advisors Inc Salt Lake City, UT7.23MShares$804 Million3.63% of portfolio
-
State Street Corp Boston, MA3.28MShares$365 Million0.01% of portfolio
-
Invesco Ltd. Atlanta, GA2.45MShares$272 Million0.04% of portfolio
About HEALTHEQUITY, INC.
- Ticker HQY
- Exchange NASDAQ
- Sector Healthcare
- Industry Health Information Services
- Shares Outstandng 84,530,704
- Market Cap $9.4B
- 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 ...