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Serenus Wealth Advisors’s Houlihan Lokey HLI Stock Holding History

Serenus Wealth 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 		$290K Hold
1,610
– – 0.05% 49
2025
Q1 		$260K Hold
1,610
– – 0.04% 49
2024
Q4 		$280K Buy
+1,610
New +$280K 0.05% 43