Summit Trail Advisors, LLC Healthequity, Inc. Transaction History
Summit Trail Advisors, LLC
- $3.97 Billion
- Q3 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 4,004 shares of HQY stock, worth $396,315. This represents 0.01% of its overall portfolio holdings.
Number of Shares
4,004
Previous 3,993
0.28%
Holding current value
$396,315
Previous $344,000
4.94%
% of portfolio
0.01%
Previous 0.01%
Shares
9 transactions
Others Institutions Holding HQY
# of Institutions
434Shares Held
81.8MCall Options Held
205KPut Options Held
101K-
Black Rock Inc. New York, NY10.7MShares$1.06 Billion0.02% of portfolio
-
Vanguard Group Inc Valley Forge, PA8.88MShares$879 Million0.01% of portfolio
-
Wasatch Advisors Inc Salt Lake City, UT7.76MShares$768 Million3.16% of portfolio
-
State Street Corp Boston, MA3.13MShares$310 Million0.01% of portfolio
-
Clearbridge Investments, LLC New York, NY2.39MShares$236 Million0.16% of portfolio
About HEALTHEQUITY, INC.
- Ticker HQY
- Exchange NASDAQ
- Sector Healthcare
- Industry Health Information Services
- Shares Outstandng 84,530,704
- Market Cap $8.37B
- 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 ...