Total Wealth Planning & Management, Inc. Heico Corp Transaction History

Total Wealth Planning & Management, Inc.

  • $124 Billion
  • Q2 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 2,518 shares of HEI stock, worth $788,637. This represents 0.67% of its overall portfolio holdings.

Number of Shares
2,518
Previous 2,835 11.18%
Holding current value
$788,637
Previous $757 Million 9.03%
% of portfolio
0.67%
Previous 0.72%

Shares

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

Jul 24, 2025
SELL
$236.44 - $328.0 $74,951 - $103,976
-317 Reduced 11.18%
2,518 $826 Million
Q1 2025

Apr 24, 2025
BUY
$219.6 - $270.85 $33,818 - $41,710
154 Added 5.74%
2,835 $757 Million
Q4 2024

Feb 28, 2025
BUY
$237.06 - $279.02 $635,557 - $748,052
2,681 New
2,681 $637 Million

Others Institutions Holding HEI

# of Institutions
742
Shares Held
40.8M
Call Options Held
257K
Put Options Held
233K
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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