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Wallace Advisory Group’s Houlihan Lokey HLI Stock Holding History

Wallace Advisory Group’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 		$377K Buy
2,333
+1,097
+89% +$177K 0.27% 110
2025
Q1 		$215K Buy
+1,236
New +$215K 0.15% 169