A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Heico Corp stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 5,926 shares of HEI stock, worth $1.63 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
5,926
Previous 6,001 1.25%
Holding current value
$1.63 Million
Previous $1.34 Million 15.51%
% of portfolio
0.0%
Previous 0.0%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 23, 2024

SELL
$220.59 - $267.96 $16,544 - $20,097
-75 Reduced 1.25%
5,926 $1.55 Million
Q2 2024

Jul 16, 2024

BUY
$187.69 - $228.95 $36,599 - $44,645
195 Added 3.36%
6,001 $1.34 Million
Q1 2024

Apr 15, 2024

BUY
$170.61 - $199.38 $45,723 - $53,433
268 Added 4.84%
5,806 $1.11 Million
Q4 2023

Jan 30, 2024

BUY
$156.87 - $186.0 $119,064 - $141,174
759 Added 15.88%
5,538 $990,000
Q3 2023

Nov 13, 2023

BUY
$157.41 - $180.29 $752,262 - $861,605
4,779 New
4,779 $773,000
Q4 2019

Feb 05, 2020

SELL
$114.15 - $132.76 $873,475 - $1.02 Million
-7,652 Closed
0 $0
Q3 2019

Nov 06, 2019

BUY
$123.77 - $145.95 $947,088 - $1.12 Million
7,652 New
7,652 $937,000
Q4 2018

Feb 04, 2019

SELL
$71.65 - $92.35 $1.22 Million - $1.58 Million
-17,096 Closed
0 $0
Q3 2018

Nov 02, 2018

BUY
$72.38 - $93.61 $1.24 Million - $1.6 Million
17,096 New
17,096 $1.4 Million

Others Institutions Holding HEI

About HEICO CORP


  • Ticker HEI
  • Exchange NYSE
  • Sector Industrials
  • Industry Aerospace & Defense
  • Shares Outstandng 54,511,100
  • Market Cap $15B
More about HEI
Track This Portfolio

Track Wealth Enhancement Advisory Services, LLC Portfolio

Follow Wealth Enhancement Advisory Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Enhancement Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Enhancement Advisory Services, LLC with notifications on news.