One Ascent Financial Services LLC Heico Corp Transaction History

One Ascent Financial Services LLC

  • $582 Million
  • Q3 2025

A detailed history of One Ascent Financial Services LLC transactions in Heico Corp stock. As of the latest transaction made, One Ascent Financial Services LLC holds 1,344 shares of HEI stock, worth $421,532. This represents 0.07% of its overall portfolio holdings.

Number of Shares
1,344
Holding current value
$421,532
% of portfolio
0.07%

Shares

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

Oct 31, 2025
BUY
$304.5 - $337.56 $409,248 - $453,680
1,344 New
1,344 $433,000
Q2 2025

Aug 12, 2025
SELL
$236.44 - $328.0 $458,457 - $635,992
-1,939 Reduced 49.82%
1,953 $637,000
Q1 2025

May 05, 2025
BUY
$219.6 - $270.85 $432,612 - $533,574
1,970 Added 102.5%
3,892 $1.04 Million
Q4 2024

Feb 12, 2025
BUY
$237.06 - $279.02 $455,629 - $536,276
1,922 New
1,922 $457,000

Others Institutions Holding HEI

# of Institutions
794
Shares Held
41.5M
Call Options Held
173K
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
Track This Portfolio

Track One Ascent Financial Services LLC Portfolio

Follow One Ascent Financial Services 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 One Ascent Financial Services LLC, based on Form 13F filings with the SEC.

News

Stay updated on One Ascent Financial Services LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email