Physician Wealth Advisors’s Houlihan Lokey HLI Stock Holding History

Physician Wealth Advisors’s Portfolio HLI Stock Details HLI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$36K	Hold
2025 Q1	$32.3K	Hold
2024 Q4	$34.7K	Buy