Sage View Advisory Group, LLC Heritage Financial Corp Transaction History
Sage View Advisory Group, LLC
- $1.97 Trillion
- Q3 2024
A detailed history of Sage View Advisory Group, LLC transactions in Heritage Financial Corp stock. As of the latest transaction made, Sage View Advisory Group, LLC holds 14,116 shares of HFWA stock, worth $346,547. This represents 0.02% of its overall portfolio holdings.
Number of Shares
14,116Holding current value
$346,547% of portfolio
0.02%Shares
4 transactions
Others Institutions Holding HFWA
# of Institutions
168Shares Held
27.1MCall Options Held
4.5KPut Options Held
2K-
Black Rock Inc. New York, NY4.98MShares$122 Million0.0% of portfolio
-
Vanguard Group Inc Valley Forge, PA2.48MShares$60.9 Million0.0% of portfolio
-
Dimensional Fund Advisors LP Austin, TX2.03MShares$50 Million0.01% of portfolio
-
Jennison Associates LLC1.74MShares$42.7 Million0.02% of portfolio
-
Alliancebernstein L.P. New York, NY1.73MShares$42.4 Million0.01% of portfolio
About HERITAGE FINANCIAL CORP
- Ticker HFWA
- Exchange NASDAQ
- Sector Financial Services
- Industry Banks—Regional
- Shares Outstandng 35,104,200
- Market Cap $862M
- 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...