Creative Planning Helios Technologies, Inc. Transaction History
Creative Planning
- $129 Billion
- Q3 2025
A detailed history of Creative Planning transactions in Helios Technologies, Inc. stock. As of the latest transaction made, Creative Planning holds 32,855 shares of HLIO stock, worth $1.77 Million. This represents 0.0% of its overall portfolio holdings.
Number of Shares
32,855
Previous 31,062
5.77%
Holding current value
$1.77 Million
Previous $1.04 Million
65.25%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding HLIO
# of Institutions
218Shares Held
33.4MCall Options Held
45KPut Options Held
19.2K-
Vanguard Group Inc Valley Forge, PA3.19MShares$172 Million0.0% of portfolio
-
Black Rock Inc. New York, NY2.38MShares$128 Million0.0% of portfolio
-
Conestoga Capital Advisors, LLC1.66MShares$89.2 Million1.39% of portfolio
-
Dimensional Fund Advisors LP Austin, TX1.63MShares$87.4 Million0.02% of portfolio
-
Thrivent Financial For Lutherans Minneapolis, MN1.53MShares$82.3 Million0.16% of portfolio
About HELIOS TECHNOLOGIES, INC.
- Ticker HLIO
- Exchange NYSE
- Sector Industrials
- Industry Specialty Industrial Machinery
- Shares Outstandng 32,543,700
- Market Cap $1.75B
- 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...