Wealthspire Advisors (New York)’s Houlihan Lokey HLI Stock Holding History

Wealthspire Advisors (New York)’s Portfolio HLI Stock Details HLI Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$98.7K	Buy
2022 Q1	–	Sell
2021 Q4	$692K	Buy
2020 Q4	–	Sell
2020 Q3	$2.11M	Hold
2020 Q2	$1.98M	Hold
2020 Q1	$1.86M	Buy