Institute for Wealth Management, LLC.'s ownership history for HQY

Institute for Wealth Management, LLC. currently holds 10.5K shares with a market value of $878.1K. It started holding HQY on 2024-09-30. At its peak, it held 13.6K shares on 2025-09-30. Its highest holding value was $1.3M on 2025-09-30. At its lowest, it held 6.4K shares on 2025-06-30, with a value of $537.4K on 2024-09-30. In the recent 180 days, Institute for Wealth Management, LLC. has decreased its shares by 3.1K. In the recent year, Institute for Wealth Management, LLC. has increased its shares by 4.1K.