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HealthEquity
105.40
USD
-0.01
0.01%
At close
Updated
Aug 24, 4:00 PM EDT
Pre-market
After hours
104.60
-0.80
0.76%
1 day
-0.01%
5 days
3.15%
1 month
11.37%
3 months
20.8%
6 months
38.89%
Year to date
15.74%
1 year
20.57%
5 years
63.16%
10 years
244.78%
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 |
VFA
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 |
PFS
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 |
PA
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 |
|