Soltis Investment Advisors LLC Heico Corp Transaction History

Soltis Investment Advisors LLC

  • $1.23 Billion
  • Q2 2025

A detailed history of Soltis Investment Advisors LLC transactions in Heico Corp stock. As of the latest transaction made, Soltis Investment Advisors LLC holds 6,829 shares of HEI stock, worth $2.16 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares
6,829
Previous 7,129 4.21%
Holding current value
$2.16 Million
Previous $1.9 Million 17.59%
% of portfolio
0.18%
Previous 0.18%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 06, 2025
SELL
$236.44 - $328.0 $70,932 - $98,400
-300 Reduced 4.21%
6,829 $2.24 Million
Q1 2025

May 13, 2025
BUY
$219.6 - $270.85 $79,056 - $97,506
360 Added 5.32%
7,129 $1.9 Million
Q3 2024

Nov 18, 2024
SELL
$220.59 - $267.96 $22,059 - $26,795
-100 Reduced 1.46%
6,769 $1.77 Million
Q2 2024

Aug 12, 2024
BUY
$187.69 - $228.95 $1.29 Million - $1.57 Million
6,869 New
6,869 $1.54 Million

Others Institutions Holding HEI

# of Institutions
773
Shares Held
41.5M
Call Options Held
200K
Put Options Held
469K
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 $17.3B
More about HEI
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