True Wealth Design, LLC Heico Corp Transaction History

True Wealth Design, LLC

  • $327 Billion
  • Q3 2025

A detailed history of True Wealth Design, LLC transactions in Heico Corp stock. As of the latest transaction made, True Wealth Design, LLC holds 81 shares of HEI stock, worth $25,739. This represents 0.01% of its overall portfolio holdings.

Number of Shares
81
Previous 21 285.71%
Holding current value
$25,739
Previous $6.89 Million 279.63%
% of portfolio
0.01%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 21, 2025
BUY
$304.5 - $337.56 $18,270 - $20,253
60 Added 285.71%
81 $26.1 Million
Q2 2025

Aug 06, 2025
BUY
$236.44 - $328.0 $2,127 - $2,952
9 Added 75.0%
21 $6.89 Million
Q1 2025

May 13, 2025
BUY
$219.6 - $270.85 $2,196 - $2,708
10 Added 500.0%
12 $3.21 Million
Q1 2024

May 14, 2024
BUY
$170.61 - $199.38 $170 - $199
1 Added 100.0%
2 $382,000
Q4 2022

Feb 15, 2023
BUY
$139.73 - $164.7 $139 - $164
1 New
1 $154,000

Others Institutions Holding HEI

# of Institutions
780
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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