True Wealth Design’s Houlihan Lokey HLI Stock Holding History

True Wealth Design’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 Q3	$2.88K	Buy
2025 Q2	$1.98K	Hold
2025 Q1	$1.78K	Buy
2023 Q1	–	Sell
2022 Q4	$746K	Buy