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SageView Advisory Group’s HEICO Class A HEI.A Stock Holding History

SageView Advisory Group’s Portfolio HEI.A Stock Details HEI.A Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$475K Sell
1,861
-5
-0.3% -$1.28K 0.02% 382
2025
Q1 		$394K Sell
1,866
-4
-0.2% -$844 0.02% 396
2024
Q4 		$348K Buy
+1,870
New +$348K 0.02% 410