Summit Trail Advisors, LLC Healthequity, Inc. Transaction History
Summit Trail Advisors, LLC
- $2.68 Billion
- Q4 2024
A detailed history of Summit Trail Advisors, LLC transactions in Healthequity, Inc. stock. As of the latest transaction made, Summit Trail Advisors, LLC holds 3,128 shares of HQY stock, worth $299,474. This represents 0.01% of its overall portfolio holdings.
Number of Shares
3,128
Previous 4,004
21.88%
Holding current value
$299,474
Previous $327,000
8.26%
% of portfolio
0.01%
Previous 0.01%
Shares
10 transactions
Others Institutions Holding HQY
# of Institutions
482Shares Held
192MCall Options Held
299KPut Options Held
86.9K-
Wealthfront Advisers LLC107MShares$10.3 Billion8.58% of portfolio
-
Black Rock Inc. New York, NY10.7MShares$1.03 Billion0.02% of portfolio
-
Vanguard Group Inc Valley Forge, PA8.98MShares$859 Million0.02% of portfolio
-
Wasatch Advisors Inc Salt Lake City, UT7.51MShares$719 Million3.62% of portfolio
-
State Street Corp Boston, MA3.26MShares$312 Million0.01% of portfolio
About HEALTHEQUITY, INC.
- Ticker HQY
- Exchange NASDAQ
- Sector Healthcare
- Industry Health Information Services
- Shares Outstandng 84,530,704
- Market Cap $8.09B
- 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 ...