Wallace Advisory Group, LLC Heico Crp Cl A Transaction History

Wallace Advisory Group, LLC

  • $124 Billion
  • Q3 2025

A detailed history of Wallace Advisory Group, LLC transactions in Heico Crp Cl A stock. As of the latest transaction made, Wallace Advisory Group, LLC holds 902 shares of HEIA stock, worth $0. This represents 0.19% of its overall portfolio holdings.

Number of Shares
902
Previous 1,213 25.64%
Holding current value
$0
Previous $256 Million 8.8%
% of portfolio
0.19%
Previous 0.19%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 15, 2025
SELL
N/A
-311 Reduced 25.64%
902 $233 Million
Q2 2025

Jul 30, 2025
BUY
N/A
1,213 New
1,213 $256 Million
Q4 2024

Jan 13, 2025
BUY
N/A
1,009 New
1,009 $206 Million
Q1 2023

May 10, 2023
SELL
N/A
-11 Reduced 0.64%
1,715 $233 Million
Q4 2022

Feb 21, 2023
BUY
N/A
1,726 New
1,726 $207 Million

Others Institutions Holding HEIA

# of Institutions
629
Shares Held
64.6M
Call Options Held
5.2K
Put Options Held
2.9K
View Full List

About HEICO CRP CL-A

HEIA Quotes by TradingView
  • Ticker HEIA
More about HEIA
Track This Portfolio

Track Wallace Advisory Group, LLC Portfolio

Follow Wallace Advisory Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wallace Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wallace Advisory Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email