Wealth Enhancement Advisory Services, LLC Heico Corp Transaction History

Wealth Enhancement Advisory Services, LLC

$55.6 Billion
Q2 2025

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 22,393 shares of HEI stock, worth $7.09 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

22,393

Previous 6,316 254.54%

Holding current value

$7.09 Million

Previous $1.69 Million 335.33%

% of portfolio

0.01%

Previous 0.0%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 10, 2025	BUY	$236.44 - $328.0 $3.8 Million - $5.27 Million	16,077 Added 254.54%	22,393 $7.34 Million
Q1 2025 Apr 16, 2025	BUY	$219.6 - $270.85 $36,453 - $44,961	166 Added 2.7%	6,316 $1.69 Million
Q4 2024 Mar 17, 2025	BUY	$237.06 - $279.02 $53,101 - $62,500	224 Added 3.78%	6,150 $1.46 Million
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

# of Institutions

722

Shares Held

40.7M

Call Options Held

261K

Put Options Held

251K

View Full List

About HEICO CORP

Ticker HEI
Exchange NYSE
Sector Industrials
Industry Aerospace & Defense
Shares Outstandng 54,511,100
Market Cap $17.2B

More about HEI

Track This Portfolio

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.

Account

Wealth Enhancement Advisory Services, LLC Heico Corp Transaction History