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HealthEquity
92.03
USD
-0.48
0.52%
At close
Updated
Oct 16, 4:00 PM EDT
Pre-market
After hours
92.03
0.00
0%
1 day
-0.52%
5 days
0.1%
1 month
-4.14%
3 months
-6.75%
6 months
8.87%
Year to date
1.05%
1 year
1.09%
5 years
44.63%
10 years
150.42%
New
Increased
Maintained
Reduced
Closed
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
| # | Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|---|
| 301 |
301
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$21K | -416 | Closed |
|
| 302 |
302
Valeo Financial Advisors
Carmel,
Indiana
| – | -$20K | -388 | Closed |
|
| 303 |
LWA
303
Lenox Wealth Advisors
New York
| – | -$19K | -375 | Closed |
|
| 304 |
CIA
304
CSat Investment Advisory
Detroit,
Michigan
| – | -$12K | -226 | Closed |
|
| 305 |
CFFP
305
Center for Financial Planning
Southfied,
Michigan
| – | -$10K | -200 | Closed |
|
| 306 |
306
Prospera Financial Services
Dallas,
Texas
| – | -$10K | -200 | Closed |
|
| 307 |
FFA
307
Founders Financial Alliance
Raleigh,
North Carolina
| – | -$8K | -149 | Closed |
|
| 308 |
NNP
308
Nachman Norwood & Parrott
Greenville,
South Carolina
| – | -$6K | -120 | Closed |
|
| 309 |
309
Parallel Advisors
San Francisco,
California
| – | -$5K | -93 | Closed |
|
| 310 |
PCG
310
Private Capital Group
West Hartford,
Connecticut
| – | -$1K | -13 | Closed |
|
| 311 |
F
311
F3Logic
Burnsville,
Minnesota
| – | -$308 | -6 | Closed |
|