San Luis Wealth Advisors LLC Heico Corp Transaction History

San Luis Wealth Advisors LLC

  • $446 Million
  • Q3 2025

A detailed history of San Luis Wealth Advisors LLC transactions in Heico Corp stock. As of the latest transaction made, San Luis Wealth Advisors LLC holds 1,798 shares of HEI stock, worth $563,924. This represents 0.13% of its overall portfolio holdings.

Number of Shares
1,798
Previous 1,859 3.28%
Holding current value
$563,924
Previous $600,000 3.33%
% of portfolio
0.13%
Previous 0.16%

Shares

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

Nov 18, 2025
SELL
$304.5 - $337.56 $18,574 - $20,591
-61 Reduced 3.28%
1,798 $580,000
Q2 2025

Jul 17, 2025
BUY
$236.44 - $328.0 $14,422 - $20,008
61 Added 3.39%
1,859 $610,000
Q3 2024

Oct 09, 2024
SELL
$220.59 - $267.96 $1,764 - $2,143
-8 Reduced 0.44%
1,798 $470,000
Q2 2024

Jul 12, 2024
BUY
$187.69 - $228.95 $338,968 - $413,483
1,806 New
1,806 $404,000
Q2 2023

Aug 02, 2023
BUY
$154.58 - $178.94 $284,890 - $329,786
1,843 New
1,843 $326,000

Others Institutions Holding HEI

# of Institutions
792
Shares Held
41.5M
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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