Ever Source Wealth Advisors, LLC Heritage Financial Corp Transaction History
Ever Source Wealth Advisors, LLC
- $1.66 Billion
- Q1 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 7 shares of HFWA stock, worth $159. This represents 0.0% of its overall portfolio holdings.
Number of Shares
7
Previous 41
82.93%
Holding current value
$159
Previous $1,000
100.0%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding HFWA
# of Institutions
188Shares Held
28.7MCall Options Held
1.1KPut Options Held
300-
Black Rock Inc. New York, NY4.98MShares$114 Million0.0% of portfolio
-
Jennison Associates LLC2.75MShares$62.8 Million0.05% of portfolio
-
Vanguard Group Inc Valley Forge, PA2.41MShares$55 Million0.0% of portfolio
-
Dimensional Fund Advisors LP Austin, TX2.07MShares$47.2 Million0.01% of portfolio
-
State Street Corp Boston, MA1.53MShares$35 Million0.0% of portfolio
About HERITAGE FINANCIAL CORP
- Ticker HFWA
- Exchange NASDAQ
- Sector Financial Services
- Industry Banks—Regional
- Shares Outstandng 35,104,200
- Market Cap $801M
- 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...