Congress Wealth Management LLC Healthequity, Inc. Transaction History
Congress Wealth Management LLC
- $9.76 Billion
- Q2 2025
A detailed history of Congress Wealth Management LLC transactions in Healthequity, Inc. stock. As of the latest transaction made, Congress Wealth Management LLC holds 5,107 shares of HQY stock, worth $519,739. This represents 0.01% of its overall portfolio holdings.
Number of Shares
5,107
Previous 3,273
56.03%
Holding current value
$519,739
Previous $289,000
85.12%
% of portfolio
0.01%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding HQY
# of Institutions
555Shares Held
86.4MCall Options Held
171KPut Options Held
83.7K-
Black Rock Inc. New York, NY10.7MShares$1.09 Billion0.02% of portfolio
-
Vanguard Group Inc Valley Forge, PA8.75MShares$890 Million0.01% of portfolio
-
Wasatch Advisors Inc Salt Lake City, UT6.31MShares$642 Million3.35% of portfolio
-
State Street Corp Boston, MA3.15MShares$321 Million0.01% of portfolio
-
Geode Capital Management, LLC Boston, MA2.2MShares$223 Million0.01% of portfolio
About HEALTHEQUITY, INC.
- Ticker HQY
- Exchange NASDAQ
- Sector Healthcare
- Industry Health Information Services
- Shares Outstandng 84,530,704
- Market Cap $8.6B
- 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 ...