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Houlihan Lokey Inc cl a shares owned by Iron Horse Wealth Management

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

Historical chart of Iron Horse Wealth Management 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 Iron Horse Wealth Management 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 Iron Horse Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $12k 96 128.19
2023-12-31 $12k 96 119.91
2023-09-30 $10k 96 107.13

More positions owned by Iron Horse Wealth Management

Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Admiral Fds 500 Grth Idx F (VOOG)
J P Morgan Exchange Traded F Betabuilders Us (BBAG)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Global X Fds Us Pfd Etf (PFFD)

View all positions for Iron Horse Wealth Management

Top funds holding Houlihan Lokey Inc cl a

Vanguard Group
Earnest Partners
Wellington Management Company
Bamco
Fiduciary Management
ClearBridge Advisors
Neuberger Berman Group
Bank of America Corporation
Alliancebernstein
Van Berkom & Associates
Sei Investments
Dimensional Fund Advisors
Norges Bank Investment Management
Bank of New York Mellon
Nordea Investment Management Ab

View all funds holding Houlihan Lokey Inc cl a