Ever Source Wealth Advisors, LLC Heritage Financial Corp Transaction History
Ever Source Wealth Advisors, LLC
- $1.95 Billion
- Q2 2025
A detailed history of Ever Source Wealth Advisors, LLC transactions in Heritage Financial Corp stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 1,958 shares of HFWA stock, worth $44,074. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,958
Previous 7
27871.43%
Holding current value
$44,074
Previous $0
Infinity%
% of portfolio
0.0%
Previous 0.0%
Shares
5 transactions
Others Institutions Holding HFWA
# of Institutions
179Shares Held
29MCall Options Held
0Put Options Held
53.5K-
Black Rock Inc. New York, NY4.98MShares$112 Million0.0% of portfolio
-
Jennison Associates LLC2.98MShares$67 Million0.04% of portfolio
-
Vanguard Group Inc Valley Forge, PA2.42MShares$54.5 Million0.0% of portfolio
-
Victory Capital Management Inc2.41MShares$54.2 Million0.04% of portfolio
-
Dimensional Fund Advisors LP Austin, TX2.04MShares$45.9 Million0.01% of portfolio
About HERITAGE FINANCIAL CORP
- Ticker HFWA
- Exchange NASDAQ
- Sector Financial Services
- Industry Banks—Regional
- Shares Outstandng 35,104,200
- Market Cap $790M
- Description
- Heritage Financial Corporation operates as the bank holding company for Heritage Bank that provides various financial services to small and medium sized businesses and individuals in the United States. The company accepts various deposit products, such as noninterest demand deposits, interest bearing demand deposits, money market accounts, savin...