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 $846,190. This represents 0.72% of its overall portfolio holdings.

Number of Shares
2,835
Previous 2,681 5.74%
Holding current value
$846,190
Previous $637 Million 18.84%
% of portfolio
0.72%
Previous 0.58%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
700
Shares Held
40.9M
Call Options Held
261K
Put Options Held
251K
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 $16.3B
More about HEI
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