A detailed history of True Wealth Design, LLC transactions in Heico Corp stock. As of the latest transaction made, True Wealth Design, LLC holds 2 shares of HEI stock, worth $554. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2
Previous 2 -0.0%
Holding current value
$554
Previous $382,000 17.28%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024

BUY
$170.61 - $199.38 $170 - $199
1 Added 100.0%
2 $382,000
Q4 2022

Feb 15, 2023

BUY
$139.73 - $164.7 $139 - $164
1 New
1 $154,000

Others Institutions Holding HEI

About HEICO CORP


  • Ticker HEI
  • Exchange NYSE
  • Sector Industrials
  • Industry Aerospace & Defense
  • Shares Outstandng 54,511,100
  • Market Cap $15.1B
More about HEI
Track This Portfolio

Track True Wealth Design, LLC Portfolio

Follow True Wealth Design, 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 True Wealth Design, LLC, based on Form 13F filings with the SEC.

News

Stay updated on True Wealth Design, LLC with notifications on news.