A detailed history of Heritage Wealth Management, Inc. transactions in Us Bancorp \De\ stock. As of the latest transaction made, Heritage Wealth Management, Inc. holds 296,035 shares of USB stock, worth $14.7 Million. This represents 4.44% of its overall portfolio holdings.

Number of Shares
296,035
Previous 298,428 0.8%
Holding current value
$14.7 Million
Previous $11.7 Billion 16.2%
% of portfolio
4.44%
Previous 3.91%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024

SELL
$39.04 - $47.23 $93,422 - $113,021
-2,393 Reduced 0.8%
296,035 $13.5 Billion
Q2 2024

Sep 09, 2024

BUY
$38.45 - $43.95 $11.5 Million - $13.1 Million
298,428 New
298,428 $11.7 Billion

Others Institutions Holding USB

About US BANCORP \DE\


  • Ticker USB
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Regional
  • Shares Outstandng 1,485,779,968
  • Market Cap $73.6B
  • Description
  • U.S. Bancorp, a financial services holding company, provides various financial services to individuals, businesses, institutional organizations, governmental entities and other financial institutions in the United States. It operates in Corporate and Commercial Banking, Consumer and Business Banking, Wealth Management and Investment Services, Pa...
More about USB
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