HOULIHAN LOKEY INC

Ticker: HLI CUSIP: 441593100 Class: Common Stock

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

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

Q3 2025
Shares 4,220 Value ($000) $866 Avg Close $195.01 Range $175.61 - $211.05
Q2 2025
Shares 6,775 Value ($000) $1,219 Avg Close $166.54 Range $136.63 - $184.21
Q1 2025
Shares 11,435 Value ($000) $1,847 Avg Close $169.69 Range $149.97 - $185.90
Q4 2024
Shares 11,030 Value ($000) $1,915 Avg Close $173.44 Range $153.55 - $189.01
Q3 2024
Shares 10,034 Value ($000) $1,586 Avg Close $146.63 Range $130.86 - $160.22
Q2 2024
Shares 8,654 Value ($000) $1,167 Avg Close $127.95 Range $119.24 - $134.64
Q1 2024
Shares 7,457 Value ($000) $956 Avg Close $120.44 Range $109.03 - $130.06
Q4 2023
Shares 7,438 Value ($000) $892 Avg Close $105.04 Range $91.55 - $120.06
Q3 2023
Shares 8,196 Value ($000) $878 Avg Close $99.37 Range $90.56 - $107.28
Q2 2023
Shares 8,196 Value ($000) $806 Avg Close $86.66 Range $80.22 - $95.52