HEICO CORP NEW

Ticker: HEI/A CUSIP: 422806208 Class: Common Stock

Integrated Wealth Concepts LLC's Holding History (CIK: 0001737109)

Note: Option positions (PUT/CALL) are excluded.

Q3 2025

Shares 4,742 Value ($000) $1,205 Avg Close $249.84 Range $236.88 - $264.59

Q2 2025

Shares 6,689 Value ($000) $1,731 Avg Close $218.68 Range $180.19 - $258.51

Q1 2025

Shares 6,699 Value ($000) $1,413 Avg Close $193.59 Range $174.66 - $216.65

Q4 2024

Shares 6,601 Value ($000) $1,228 Avg Close $201.31 Range $182.00 - $218.89

Q3 2024

Shares 6,451 Value ($000) $1,314 Avg Close $189.29 Range $171.16 - $209.18

Q2 2024

Shares 6,623 Value ($000) $1,176 Avg Close $168.59 Range $149.93 - $181.71

Q1 2024

Shares 6,758 Value ($000) $1,040 Avg Close $147.71 Range $132.68 - $161.85

Q4 2023

Shares 6,715 Value ($000) $956 Avg Close $134.99 Range $123.98 - $149.99

Q3 2023

Shares 7,221 Value ($000) $933 Avg Close $135.19 Range $125.44 - $143.84

Q2 2023

Shares 7,221 Value ($000) $1,015 Avg Close $133.56 Range $121.00 - $142.92

Period	Shares	Value ($000)	Average Close	Price Range
Q3 2025	4,742	$1,205	$249.84	$236.88 - $264.59
Q2 2025	6,689	$1,731	$218.68	$180.19 - $258.51
Q1 2025	6,699	$1,413	$193.59	$174.66 - $216.65
Q4 2024	6,601	$1,228	$201.31	$182.00 - $218.89
Q3 2024	6,451	$1,314	$189.29	$171.16 - $209.18
Q2 2024	6,623	$1,176	$168.59	$149.93 - $181.71
Q1 2024	6,758	$1,040	$147.71	$132.68 - $161.85
Q4 2023	6,715	$956	$134.99	$123.98 - $149.99
Q3 2023	7,221	$933	$135.19	$125.44 - $143.84
Q2 2023	7,221	$1,015	$133.56	$121.00 - $142.92