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Mount Yale Investment Advisors’s Houlihan Lokey HLI Stock Holding History

Mount Yale Investment Advisors’s Portfolio HLI Stock Details HLI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$324K Sell
1,802
-2,028
-53% -$365K 0.03% 433
2025
Q1 		$619K Buy
+3,830
New +$619K 0.05% 284