Creative Planning Heritage Commerce Corp Transaction History
Creative Planning
- $101 Billion
- Q3 2024
A detailed history of Creative Planning transactions in Heritage Commerce Corp stock. As of the latest transaction made, Creative Planning holds 95,262 shares of HTBK stock, worth $984,056. This represents 0.0% of its overall portfolio holdings.
Number of Shares
95,262
Previous 75,462
26.24%
Holding current value
$984,056
Previous $656,000
43.45%
% of portfolio
0.0%
Previous 0.0%
Shares
7 transactions
Others Institutions Holding HTBK
# of Institutions
173Shares Held
47.8MCall Options Held
300Put Options Held
400-
Black Rock Inc. New York, NY8.28MShares$85.5 Million0.0% of portfolio
-
Fj Capital Management LLC Mclean, VA3.64MShares$37.6 Million3.98% of portfolio
-
Vanguard Group Inc Valley Forge, PA3.43MShares$35.4 Million0.0% of portfolio
-
Dimensional Fund Advisors LP Austin, TX3.26MShares$33.7 Million0.01% of portfolio
-
Jpmorgan Chase & CO New York, NY2.31MShares$23.9 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 $627M
- 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...