A detailed history of Venturi Wealth Management, LLC transactions in Helios Technologies, Inc. stock. As of the latest transaction made, Venturi Wealth Management, LLC holds 101 shares of HLIO stock, worth $4,444. This represents 0.0% of its overall portfolio holdings.

Number of Shares
101
Holding current value
$4,444
% of portfolio
0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 04, 2024

BUY
$40.13 - $47.64 $4,053 - $4,811
101 New
101 $4,000
Q1 2023

May 02, 2023

BUY
$54.41 - $72.34 $19,043 - $25,319
350 New
350 $22,000

Others Institutions Holding HLIO

About HELIOS TECHNOLOGIES, INC.


  • Ticker HLIO
  • Exchange NYSE
  • Sector Industrials
  • Industry Specialty Industrial Machinery
  • Shares Outstandng 32,543,700
  • Market Cap $1.43B
  • Description
  • Helios Technologies, Inc., together with its subsidiaries, develops, manufactures, and sells solutions for the hydraulics and electronics markets in the Americas, Europe, the Middle East, Africa, and the Asia Pacific. The company operates in two segments, Hydraulics and Electronics. The Hydraulics segment offers cartridge valve technology produc...
More about HLIO
Track This Portfolio

Track Venturi Wealth Management, LLC Portfolio

Follow Venturi Wealth Management, 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 Venturi Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Venturi Wealth Management, LLC with notifications on news.