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BMS Financial Advisors, LLC

SEC CIK
0001928041
Latest filing
Jul 31, 2023

HEI holding history

Heico Corp in every 13F filed by BMS Financial Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

HEI overviewAll 13F holders of HEIFull Q2 2023 holdings

Shares (Q2 2023)
2,221
Value
$324.6K
% of portfolio
0.2%
Quarters held
2
Since Q1 2022
Holdings of HEI by BMS Financial Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20232,221$324.6K0.2%+2,221NewHolders
Q2 20220$00.0%−3,245−100.0%Sold outHolders
Q1 20223,245$426.0K0.3%+3,245NewHolders