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TFO Wealth Partners’s Houlihan Lokey HLI Stock Holding History

TFO Wealth Partners’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
2024
Q2 		– Sell
-2
Closed -$256 – 366
2024
Q1 		$256 Hold
2
– – ﹤0.01% 434
2023
Q4 		$240 Hold
2
– – ﹤0.01% 589
2023
Q3 		$197 Hold
2
– – ﹤0.01% 804
2023
Q2 		$197 Hold
2
– – ﹤0.01% 505
2023
Q1 		$175 Sell
2
-1
-33% -$94 ﹤0.01% 507
2022
Q4 		$643 Buy
+3
New +$270 ﹤0.01% 442

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BAMCO Inc
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FMI
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