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Houlihan Lokey Inc cl a shares owned by Core Wealth Advisors

Quarter-by-quarter ownership of Houlihan Lokey Inc cl a (HLI) shares owned by Core Wealth Advisors from 13F filings

Historical chart of Core Wealth Advisors investment in Houlihan Lokey Inc cl a

Tip: Access up to 7 years of quarterly data

All positions including Houlihan Lokey Inc cl a held by Core Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Houlihan Lokey Inc cl a by Core Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $14k 111 128.20

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Ishares Tr Core S&p500 Etf (IVV)
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Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Mcp Etf (IJH)
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Ishares Tr Ishs 1-5yr Invs (IGSB)
Ishares Tr 1 3 Yr Treas Bd (SHY)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Pacer Fds Tr Pacer Us Small (CALF)
Ishares Tr Core S&p Scp Etf (IJR)
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View all positions for Core Wealth Advisors

Top funds holding Houlihan Lokey Inc cl a

Vanguard Group
BlackRock
Earnest Partners
Wellington Management Company
FMR
T. Rowe Price Investment Management
Bamco
Fiduciary Management
Bank of America Corporation
Thrivent Financial for Lutherans
Neuberger Berman Group
ClearBridge Advisors
Geode Capital Management
Ameriprise Financial
Alliancebernstein

View all funds holding Houlihan Lokey Inc cl a