Heritage Wealth Management, LLC Cb Financial Services, Inc. Transaction History
Heritage Wealth Management, LLC
- $177 Million
- Q2 2024
Shares
2 transactions
Others Institutions Holding CBFV
# of Institutions
40Shares Held
1.95MCall Options Held
0Put Options Held
0-
Alliancebernstein L.P. New York, NY421KShares$12.2 Million0.0% of portfolio
-
Janney Montgomery Scott LLC365KShares$10.6 Million0.03% of portfolio
-
Petiole Usa LTD New York, NY215KShares$6.25 Million4.46% of portfolio
-
Manufacturers Life Insurance Company, The Toronto, A6167KShares$4.83 Million0.0% of portfolio
-
Endeavour Capital Advisors Inc Greenwich, CT111KShares$3.23 Million1.01% of portfolio
About CB Financial Services, Inc.
- Ticker CBFV
- Exchange NASDAQ
- Sector Financial Services
- Industry Banks—Regional
- Shares Outstandng 5,108,590
- Market Cap $148M
- Description
- CB Financial Services, Inc. operates as the bank holding company for Community Bank that provides various banking products and services for individuals and businesses in southwestern Pennsylvania, West Virginia, and Ohio. The company's primary deposit products include demand deposits, NOW accounts, money market accounts, and savings accounts, as...