Total Wealth Planning & Management, Inc. Heico Corp Transaction History
Total Wealth Planning & Management, Inc.
- $105 Billion
- Q1 2025
A detailed history of Total Wealth Planning & Management, Inc. transactions in Heico Corp stock. As of the latest transaction made, Total Wealth Planning & Management, Inc. holds 2,835 shares of HEI stock, worth $683,178. This represents 0.72% of its overall portfolio holdings.
Number of Shares
2,835
Previous 2,681
5.74%
Holding current value
$683,178
Previous $637 Million
18.84%
% of portfolio
0.72%
Previous 0.58%
Shares
2 transactions
Others Institutions Holding HEI
# of Institutions
665Shares Held
40.3MCall Options Held
220KPut Options Held
193K-
Capital World Investors Los Angeles, CA4.9MShares$1.18 Billion0.18% of portfolio
-
Black Rock Inc. New York, NY4.83MShares$1.16 Billion0.02% of portfolio
-
Vanguard Group Inc Valley Forge, PA3.72MShares$896 Million0.02% of portfolio
-
State Street Corp Boston, MA1.49MShares$359 Million0.01% of portfolio
-
Lazard Asset Management LLC New York, NY1.08MShares$261 Million0.42% of portfolio
About HEICO CORP
- Ticker HEI
- Exchange NYSE
- Sector Industrials
- Industry Aerospace & Defense
- Shares Outstandng 54,511,100
- Market Cap $13.1B