Kingswood Wealth Advisors, LLC Heico Crp Cl A Transaction History

Kingswood Wealth Advisors, LLC

  • $867 Billion
  • Q1 2024

A detailed history of Kingswood Wealth Advisors, LLC transactions in Heico Crp Cl A stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 1,553 shares of HEIA stock, worth $0. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,553
Previous 2,298 32.42%
Holding current value
$0
Previous $327 Million 26.96%
% of portfolio
0.03%
Previous 0.04%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 15, 2024
SELL
N/A
-745 Reduced 32.42%
1,553 $239 Million
Q4 2023

Jan 16, 2024
SELL
N/A
-1,890 Reduced 45.13%
2,298 $327 Million
Q3 2023

Oct 23, 2023
BUY
N/A
4,188 New
4,188 $541 Million

Others Institutions Holding HEIA

# of Institutions
439
Shares Held
69.1M
Call Options Held
2.7K
Put Options Held
1.7K
View Full List

About HEICO CRP CL-A

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

Track Kingswood Wealth Advisors, LLC Portfolio

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

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email