Integrated Wealth Concepts’s Houlihan Lokey HLI Stock Holding History

Integrated Wealth Concepts’s Portfolio HLI Stock Details HLI Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$866K	Sell
2025 Q2	$1.22M	Sell
2025 Q1	$1.85M	Buy
2024 Q4	$1.92M	Buy
2024 Q3	$1.59M	Buy
2024 Q2	$1.17M	Buy
2024 Q1	$956K	Buy
2023 Q4	$892K	Sell
2023 Q3	$878K	Hold
2023 Q2	$806K	Buy