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
Others Institutions Holding HEI
# of Institutions
700Shares Held
40.9MCall Options Held
261KPut Options Held
251K-
Capital World Investors Los Angeles, CA4.92MShares$1.47 Billion0.22% of portfolio
-
Black Rock Inc. New York, NY4.83MShares$1.44 Billion0.02% of portfolio
-
Vanguard Group Inc Valley Forge, PA3.84MShares$1.15 Billion0.02% of portfolio
-
State Street Corp Boston, MA1.43MShares$427 Million0.02% of portfolio
-
Lazard Asset Management LLC New York, NY1.04MShares$310 Million0.48% of portfolio
About HEICO CORP
- Ticker HEI
- Exchange NYSE
- Sector Industrials
- Industry Aerospace & Defense
- Shares Outstandng 54,511,100
- Market Cap $16.3B