True Wealth Design’s Houlihan Lokey HLI Stock Holding History

True Wealth Design’s Portfolio HLI Stock Details HLI Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell
2025 Q4	$1.74K	Sell
2025 Q3	$2.88K	Buy
2025 Q2	$1.98K	Hold
2025 Q1	$1.78K	Buy
2023 Q1	–	Sell
2022 Q4	$746K	Buy