Spire Wealth Management Heritage Financial Corp Transaction History
Spire Wealth Management
- $2.95 Billion
- Q3 2024
A detailed history of Spire Wealth Management transactions in Heritage Financial Corp stock. As of the latest transaction made, Spire Wealth Management holds 87 shares of HFWA stock, worth $2,233. This represents 0.0% of its overall portfolio holdings.
Number of Shares
87
Previous 71
22.54%
Holding current value
$2,233
Previous $1,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
5 transactions
Others Institutions Holding HFWA
# of Institutions
171Shares Held
27.3MCall Options Held
4.5KPut Options Held
2K-
Black Rock Inc. New York, NY4.98MShares$128 Million0.0% of portfolio
-
Vanguard Group Inc Valley Forge, PA2.48MShares$63.7 Million0.0% of portfolio
-
Dimensional Fund Advisors LP Austin, TX2.03MShares$52.2 Million0.01% of portfolio
-
Jennison Associates LLC1.74MShares$44.7 Million0.02% of portfolio
-
Alliancebernstein L.P. New York, NY1.73MShares$44.4 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 $901M
- 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...