Kiley Juergens Wealth Management, LLC Heritage Financial Corp Transaction History
Kiley Juergens Wealth Management, LLC
- $385 Million
- Q4 2024
A detailed history of Kiley Juergens Wealth Management, LLC transactions in Heritage Financial Corp stock. As of the latest transaction made, Kiley Juergens Wealth Management, LLC holds 236,027 shares of HFWA stock, worth $5.61 Million. This represents 1.5% of its overall portfolio holdings.
Number of Shares
236,027
Previous 244,412
3.43%
Holding current value
$5.61 Million
Previous $5.32 Million
8.68%
% of portfolio
1.5%
Previous 1.43%
Shares
27 transactions
Others Institutions Holding HFWA
# of Institutions
176Shares Held
27.6MCall Options Held
200Put Options Held
700-
Black Rock Inc. New York, NY4.98MShares$118 Million0.0% of portfolio
-
Vanguard Group Inc Valley Forge, PA2.44MShares$58 Million0.0% of portfolio
-
Jennison Associates LLC2.21MShares$52.5 Million0.03% of portfolio
-
Dimensional Fund Advisors LP Austin, TX2.07MShares$49.2 Million0.01% of portfolio
-
State Street Corp Boston, MA1.66MShares$39.4 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 $835M
- 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...