Ep Wealth Advisors, LLC Heico Corp Transaction History

Ep Wealth Advisors, LLC

  • $12 Billion
  • Q1 2025

A detailed history of Ep Wealth Advisors, LLC transactions in Heico Corp stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 10,492 shares of HEI stock, worth $3.34 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
10,492
Previous 10,475 0.16%
Holding current value
$3.34 Million
Previous $2.49 Million 12.57%
% of portfolio
0.02%
Previous 0.02%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
BUY
$219.6 - $270.85 $3,733 - $4,604
17 Added 0.16%
10,492 $2.8 Million
Q4 2024

Feb 13, 2025
BUY
$237.06 - $279.02 $2.48 Million - $2.92 Million
10,475 New
10,475 $2.49 Million
Q1 2020

May 18, 2020
SELL
$61.66 - $129.76 $122,950 - $258,741
-1,994 Closed
0 $0
Q4 2019

Feb 14, 2020
BUY
$114.15 - $132.76 $227,615 - $264,723
1,994 New
1,994 $228,000

Others Institutions Holding HEI

# of Institutions
702
Shares Held
40.9M
Call Options Held
261K
Put Options Held
251K
View Full List

About HEICO CORP

HEI Quotes by TradingView
  • Ticker HEI
  • Exchange NYSE
  • Sector Industrials
  • Industry Aerospace & Defense
  • Shares Outstandng 54,511,100
  • Market Cap $17.4B
More about HEI
Track This Portfolio

Track Ep Wealth Advisors, LLC Portfolio

Follow Ep Wealth Advisors, 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 Ep Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ep Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email