Legacy Wealth Asset Management, LLC Heico Corp Transaction History

Legacy Wealth Asset Management, LLC

  • $340 Million
  • Q3 2025

A detailed history of Legacy Wealth Asset Management, LLC transactions in Heico Corp stock. As of the latest transaction made, Legacy Wealth Asset Management, LLC holds 1,087 shares of HEI stock, worth $340,926. This represents 0.1% of its overall portfolio holdings.

Number of Shares
1,087
Previous 1,212 10.31%
Holding current value
$340,926
Previous $397,000 11.84%
% of portfolio
0.1%
Previous 0.12%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 14, 2025
SELL
$304.5 - $337.56 $38,062 - $42,195
-125 Reduced 10.31%
1,087 $350,000
Q2 2025

Jul 30, 2025
BUY
$236.44 - $328.0 $286,565 - $397,536
1,212 New
1,212 $397,000

Others Institutions Holding HEI

# of Institutions
797
Shares Held
41.5M
Call Options Held
175K
Put Options Held
105K
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 $17.1B
More about HEI
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