Houlihan Lokey Inc cl a shares owned by Cassaday & Co Wealth Management
Quarter-by-quarter ownership of Houlihan Lokey Inc cl a (HLI) shares owned by Cassaday & Co Wealth Management
from 13F filings
Historical chart of Cassaday & Co Wealth Management investment in Houlihan Lokey Inc cl a
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Quarterly reported holdings in Houlihan Lokey Inc cl a by Cassaday & Co Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $371k | 1.8k | 205.32 |
| 2025-06-30 | $321k | 1.8k | 179.95 |
| 2025-03-31 | $300k | 1.9k | 161.50 |
| 2024-12-31 | $344k | 2.0k | 173.66 |
| 2024-09-30 | $310k | 2.0k | 158.02 |
| 2024-06-30 | $266k | 2.0k | 134.86 |
| 2024-03-31 | $263k | 2.1k | 128.19 |
| 2023-12-31 | $246k | 2.1k | 119.91 |
| 2023-09-30 | $220k | 2.1k | 107.12 |
| 2023-06-30 | $202k | 2.1k | 98.31 |
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