Ep Wealth Advisors, LLC Heico Corp Transaction History

Ep Wealth Advisors, LLC

  • $11.7 Billion
  • Q4 2024

A detailed history of Ep Wealth Advisors, LLC transactions in Heico Corp stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 10,475 shares of HEI stock, worth $2.73 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
10,475
Holding current value
$2.73 Million
% of portfolio
0.02%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
658
Shares Held
62.3M
Call Options Held
220K
Put Options Held
200K
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 $14.2B
More about HEI
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