Mount Yale Investment Advisors, LLC Healthequity, Inc. Transaction History
Mount Yale Investment Advisors, LLC
- $1.2 Billion
- Q4 2024
A detailed history of Mount Yale Investment Advisors, LLC transactions in Healthequity, Inc. stock. As of the latest transaction made, Mount Yale Investment Advisors, LLC holds 3,457 shares of HQY stock, worth $312,236. This represents 0.03% of its overall portfolio holdings.
Number of Shares
3,457
Previous 4,027
14.15%
Holding current value
$312,236
Previous $329,000
0.61%
% of portfolio
0.03%
Previous 0.03%
Shares
14 transactions
Others Institutions Holding HQY
# of Institutions
481Shares Held
192MCall Options Held
299KPut Options Held
86.9K-
Wealthfront Advisers LLC107MShares$9.7 Billion8.58% of portfolio
-
Black Rock Inc. New York, NY10.7MShares$970 Million0.02% of portfolio
-
Vanguard Group Inc Valley Forge, PA8.98MShares$811 Million0.02% of portfolio
-
Wasatch Advisors Inc Salt Lake City, UT7.51MShares$679 Million3.62% of portfolio
-
State Street Corp Boston, MA3.26MShares$295 Million0.01% of portfolio
About HEALTHEQUITY, INC.
- Ticker HQY
- Exchange NASDAQ
- Sector Healthcare
- Industry Health Information Services
- Shares Outstandng 84,530,704
- Market Cap $7.63B
- 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 ...