Avantax Advisory Services, Inc. Heico Corp Transaction History

Avantax Advisory Services, Inc.

$17.6 Billion
Q2 2025

A detailed history of Avantax Advisory Services, Inc. transactions in Heico Corp stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 9,578 shares of HEI stock, worth $3.04 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

9,578

Previous 9,619 0.43%

Holding current value

$3.04 Million

Previous $2.57 Million 22.22%

% of portfolio

0.02%

Previous 0.02%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 08, 2025	SELL	$236.44 - $328.0 $9,694 - $13,448	-41 Reduced 0.43%	9,578 $3.14 Million
Q1 2025 May 06, 2025	BUY	$219.6 - $270.85 $34,257 - $42,252	156 Added 1.65%	9,619 $2.57 Million
Q4 2024 Feb 07, 2025	BUY	$237.06 - $279.02 $573,922 - $675,507	2,421 Added 34.38%	9,463 $2.25 Million
Q3 2024 Nov 13, 2024	SELL	$220.59 - $267.96 $33,970 - $41,265	-154 Reduced 2.14%	7,042 $1.84 Million
Q2 2024 Aug 09, 2024	BUY	$187.69 - $228.95 $1.08 Million - $1.32 Million	5,759 Added 400.77%	7,196 $1.61 Million
Q1 2024 May 08, 2024	BUY	$170.61 - $199.38 $27,980 - $32,698	164 Added 12.88%	1,437 $274,000
Q4 2023 Feb 07, 2024	BUY	$156.87 - $186.0 $199,695 - $236,778	1,273 New	1,273 $227,000

Others Institutions Holding HEI

# of Institutions

773

Shares Held

41.5M

Call Options Held

200K

Put Options Held

469K

View Full List

About HEICO CORP

Ticker HEI
Exchange NYSE
Sector Industrials
Industry Aerospace & Defense
Shares Outstandng 54,511,100
Market Cap $17.3B

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Avantax Advisory Services, Inc. Heico Corp Transaction History