Aj Wealth Strategies, LLC Heritage Commerce Corp Transaction History
Aj Wealth Strategies, LLC
- $2.07 Billion
- Q2 2023
A detailed history of Aj Wealth Strategies, LLC transactions in Heritage Commerce Corp stock. As of the latest transaction made, Aj Wealth Strategies, LLC holds 99,086 shares of HTBK stock, worth $961,134. This represents 0.04% of its overall portfolio holdings.
Number of Shares
99,086
Previous 97,389
1.74%
Holding current value
$961,134
Previous $811,000
1.11%
% of portfolio
0.04%
Previous 0.04%
Shares
8 transactions
Others Institutions Holding HTBK
# of Institutions
163Shares Held
48.6MCall Options Held
800Put Options Held
600-
Black Rock Inc. New York, NY8.28MShares$80.3 Million0.0% of portfolio
-
Fj Capital Management LLC Mclean, VA5.99MShares$58.1 Million5.66% of portfolio
-
Vanguard Group Inc Valley Forge, PA3.33MShares$32.3 Million0.0% of portfolio
-
Dimensional Fund Advisors LP Austin, TX3.05MShares$29.6 Million0.01% of portfolio
-
Jpmorgan Chase & CO New York, NY2.35MShares$22.7 Million0.0% of portfolio
About HERITAGE COMMERCE CORP
- Ticker HTBK
- Exchange NASDAQ
- Sector Financial Services
- Industry Banks—Regional
- Shares Outstandng 60,668,800
- Market Cap $588M
- Description
- Heritage Commerce Corp operates as the bank holding company for Heritage Bank of Commerce that provides various commercial and personal banking services to residents and the business/professional community in California. Its deposit products for business banking and retail markets include interest and non-interest bearing demand, savings, and mo...