Institute For Wealth Management, Llc. Healthequity, Inc. Transaction History
Institute For Wealth Management, Llc.
- $766 Million
- Q1 2024
A detailed history of Institute For Wealth Management, Llc. transactions in Healthequity, Inc. stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 6,769 shares of HQY stock, worth $580,509. This represents 0.07% of its overall portfolio holdings.
Number of Shares
6,769
Previous 6,769
-0.0%
Holding current value
$580,509
Previous $448,000
23.21%
% of portfolio
0.07%
Previous 0.07%
Shares
19 transactions
Others Institutions Holding HQY
# of Institutions
388Shares Held
80.5MCall Options Held
157KPut Options Held
121K-
Black Rock Inc. New York, NY10.9MShares$937 Million0.02% of portfolio
-
Vanguard Group Inc Valley Forge, PA8.77MShares$752 Million0.01% of portfolio
-
Wasatch Advisors Inc Salt Lake City, UT7.41MShares$635 Million3.18% of portfolio
-
State Street Corp Boston, MA3.05MShares$262 Million0.01% of portfolio
-
Clearbridge Investments, LLC New York, NY2.33MShares$200 Million0.16% of portfolio
About HEALTHEQUITY, INC.
- Ticker HQY
- Exchange NASDAQ
- Sector Healthcare
- Industry Health Information Services
- Shares Outstandng 84,530,704
- Market Cap $7.25B
- 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 ...