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Alliance Wealth Advisors (Utah)’s HEICO Class A HEI.A Stock Holding History

Alliance Wealth Advisors (Utah)’s Portfolio HEI.A Stock Details HEI.A Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$243K Buy
+938
New +$243K 0.06% 248
2023
Q2 		– Sell
-2,820
Closed -$383K – 230
2023
Q1 		$383K Buy
2,820
+102
+4% +$13.9K 0.15% 141
2022
Q4 		$326K Buy
+2,718
New +$326K 0.15% 154