Ruedi Wealth Management’s Houlihan Lokey HLI Stock Holding History

Ruedi Wealth Management’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	–	Sell
2025 Q1	$4.68K	Hold
2024 Q4	$5.04K	Hold
2024 Q3	$4.58K	Sell
2024 Q2	$7.82K	Buy