Ever Source Wealth Advisors, LLC Heritage Commerce 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 Commerce Corp stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 33 shares of HTBK stock, worth $304. This represents 0.0% of its overall portfolio holdings.
Number of Shares
33
Previous 31
6.45%
Holding current value
$304
Previous $0
NaN%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding HTBK
# of Institutions
202Shares Held
49.1MCall Options Held
1KPut Options Held
200-
Black Rock Inc. New York, NY8.28MShares$76.5 Million0.0% of portfolio
-
Wellington Management Group LLP Boston, MA3.8MShares$35.1 Million0.01% of portfolio
-
Vanguard Group Inc Valley Forge, PA3.5MShares$32.3 Million0.0% of portfolio
-
Dimensional Fund Advisors LP Austin, TX3.41MShares$31.5 Million0.01% of portfolio
-
Fj Capital Management LLC Mclean, VA2.36MShares$21.9 Million2.45% of portfolio
About HERITAGE COMMERCE CORP
- Ticker HTBK
- Exchange NASDAQ
- Sector Financial Services
- Industry Banks—Regional
- Shares Outstandng 60,668,800
- Market Cap $561M
- 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...