Cm Wealth Advisors LLC Heico Crp Cl A Transaction History

Cm Wealth Advisors LLC

$353 Million
Q1 2024

A detailed history of Cm Wealth Advisors LLC transactions in Heico Crp Cl A stock. As of the latest transaction made, Cm Wealth Advisors LLC holds 1,773 shares of HEIA stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares

1,773

Holding current value

% of portfolio

0.0%

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 13, 2024	BUY	N/A	1,773 New	1,773 $0
Q2 2023 Aug 15, 2023	SELL	N/A	-15,940 Reduced 89.81%	1,809 $0
Q1 2023 May 01, 2023	BUY	N/A	17,749 New	17,749 $2.33 Million

Others Institutions Holding HEIA

# of Institutions

439

Shares Held

69.1M

Call Options Held

2.7K

Put Options Held

1.7K

Principal Financial Group Inc Des Moines, IA

10.9M
Shares

$0
0.0% of portfolio
Vanguard Group Inc Valley Forge, PA

8M
Shares

$0
0.0% of portfolio
Invesco Ltd. Atlanta, GA

6.05M
Shares

$0
0.0% of portfolio
Black Rock Inc. New York, NY

5.54M
Shares

$0
0.0% of portfolio
State Street Corp Boston, MA

1.72M
Shares

$0
0.0% of portfolio

View Full List

About HEICO CRP CL-A

Ticker HEIA

More about HEIA

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