Sendero Wealth Management, LLC Healthequity, Inc. Transaction History
Sendero Wealth Management, LLC
- $627 Million
- Q4 2024
A detailed history of Sendero Wealth Management, LLC transactions in Healthequity, Inc. stock. As of the latest transaction made, Sendero Wealth Management, LLC holds 7,600 shares of HQY stock, worth $765,472. This represents 0.12% of its overall portfolio holdings.
Number of Shares
7,600
Previous 7,600
-0.0%
Holding current value
$765,472
Previous $622,000
17.2%
% of portfolio
0.12%
Previous 0.1%
Shares
1 transactions
Others Institutions Holding HQY
# of Institutions
482Shares Held
192MCall Options Held
299KPut Options Held
86.9K-
Wealthfront Advisers LLC107MShares$10.8 Billion8.58% of portfolio
-
Black Rock Inc. New York, NY10.7MShares$1.08 Billion0.02% of portfolio
-
Vanguard Group Inc Valley Forge, PA8.98MShares$904 Million0.02% of portfolio
-
Wasatch Advisors Inc Salt Lake City, UT7.51MShares$757 Million3.62% of portfolio
-
State Street Corp Boston, MA3.26MShares$329 Million0.01% of portfolio
About HEALTHEQUITY, INC.
- Ticker HQY
- Exchange NASDAQ
- Sector Healthcare
- Industry Health Information Services
- Shares Outstandng 84,530,704
- Market Cap $8.51B
- 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 ...