Ep Wealth Advisors, LLC Heico Corp Transaction History

Ep Wealth Advisors, LLC

  • $14.6 Billion
  • Q2 2025

A detailed history of Ep Wealth Advisors, LLC transactions in Heico Corp stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 10,661 shares of HEI stock, worth $3.34 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
10,661
Previous 10,492 1.61%
Holding current value
$3.34 Million
Previous $2.8 Million 24.72%
% of portfolio
0.02%
Previous 0.02%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
$236.44 - $328.0 $39,958 - $55,432
169 Added 1.61%
10,661 $3.5 Million
Q1 2025

May 15, 2025
BUY
$219.6 - $270.85 $3,733 - $4,604
17 Added 0.16%
10,492 $2.8 Million
Q4 2024

Feb 13, 2025
BUY
$237.06 - $279.02 $2.48 Million - $2.92 Million
10,475 New
10,475 $2.49 Million
Q1 2020

May 18, 2020
SELL
$61.66 - $129.76 $122,950 - $258,741
-1,994 Closed
0 $0
Q4 2019

Feb 14, 2020
BUY
$114.15 - $132.76 $227,615 - $264,723
1,994 New
1,994 $228,000

Others Institutions Holding HEI

# of Institutions
798
Shares Held
41.4M
Call Options Held
173K
Put Options Held
105K
View Full List

About HEICO CORP

HEI Quotes by TradingView
  • Ticker HEI
  • Exchange NYSE
  • Sector Industrials
  • Industry Aerospace & Defense
  • Shares Outstandng 54,511,100
  • Market Cap $17.1B
More about HEI
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