Ever Source Wealth Advisors, LLC Heritage Commerce 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 Commerce Corp stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 5,403 shares of HTBK stock, worth $53,219. This represents 0.0% of its overall portfolio holdings.
Number of Shares
5,403
Previous 33
16272.73%
Holding current value
$53,219
Previous $0
Infinity%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding HTBK
# of Institutions
190Shares Held
50.2MCall Options Held
0Put Options Held
0-
Black Rock Inc. New York, NY8.28MShares$81.5 Million0.0% of portfolio
-
Vanguard Group Inc Valley Forge, PA3.56MShares$35 Million0.0% of portfolio
-
Dimensional Fund Advisors LP Austin, TX3.42MShares$33.7 Million0.01% of portfolio
-
Wellington Management Group LLP Boston, MA3.01MShares$29.6 Million0.01% of portfolio
-
Fj Capital Management LLC Mclean, VA2.34MShares$23.1 Million2.6% of portfolio
About HERITAGE COMMERCE CORP
- Ticker HTBK
- Exchange NASDAQ
- Sector Financial Services
- Industry Banks—Regional
- Shares Outstandng 60,668,800
- Market Cap $598M
- 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...