Exencial Wealth Advisors, LLC Heico Crp Cl A Transaction History

Exencial Wealth Advisors, LLC

  • $2.72 Billion
  • Q3 2024

A detailed history of Exencial Wealth Advisors, LLC transactions in Heico Crp Cl A stock. As of the latest transaction made, Exencial Wealth Advisors, LLC holds 1,291 shares of HEIA stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,291
Previous 1,679 23.11%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024
SELL
N/A
-388 Reduced 23.11%
1,291 $0
Q2 2024

Aug 12, 2024
SELL
N/A
-144 Reduced 7.9%
1,679 $0
Q1 2024

May 10, 2024
BUY
N/A
4 Added 0.22%
1,823 $0
Q4 2023

Feb 13, 2024
BUY
N/A
37 Added 2.08%
1,819 $0
Q3 2023

Nov 08, 2023
SELL
N/A
-54 Reduced 2.94%
1,782 $0
Q2 2023

Aug 10, 2023
BUY
N/A
40 Added 2.23%
1,836 $0
Q1 2023

May 02, 2023
SELL
N/A
-36 Reduced 1.97%
1,796 $0
Q4 2022

Feb 14, 2023
BUY
N/A
47 Added 2.63%
1,832 $0
Q3 2022

Nov 08, 2022
BUY
N/A
1,785 New
1,785 $205,000
Q2 2022

Aug 11, 2022
SELL
N/A
-1,777 Closed
0 $0
Q1 2022

May 12, 2022
SELL
N/A
-1 Reduced 0.06%
1,777 $225,000
Q4 2021

Feb 10, 2022
BUY
N/A
1,778 New
1,778 $229,000

Others Institutions Holding HEIA

# of Institutions
520
Shares Held
57.4M
Call Options Held
10.6K
Put Options Held
2.9K
View Full List

About HEICO CRP CL-A

HEIA Quotes by TradingView
  • Ticker HEIA
More about HEIA
Track This Portfolio

Track Exencial Wealth Advisors, LLC Portfolio

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

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email