NWAG
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Net Worth Advisory Group’s Houlihan Lokey HLI Stock Holding History

Net Worth Advisory Group’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 		$315K Buy
1,750
+63
+4% +$11.3K 0.07% 287
2025
Q1 		$272K Sell
1,687
-384
-19% -$62K 0.09% 282
2024
Q4 		$360K Buy
2,071
+15
+0.7% +$2.6K 0.11% 215
2024
Q3 		$325K Buy
+2,056
New +$325K 0.1% 247