True Wealth Design, LLC Heritage Commerce Corp Transaction History
True Wealth Design, LLC
- $327 Billion
- Q3 2025
A detailed history of True Wealth Design, LLC transactions in Heritage Commerce Corp stock. As of the latest transaction made, True Wealth Design, LLC holds 237 shares of HTBK stock, worth $2,334. This represents 0.0% of its overall portfolio holdings.
Number of Shares
237
Previous 10
2270.0%
Holding current value
$2,334
Previous $100,000
2254.0%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding HTBK
# of Institutions
190Shares Held
50.2MCall Options Held
0Put Options Held
0-
Black Rock Inc. New York, NY8.28MShares$81.5 Million0.0% of portfolio
-
Vanguard Group Inc Valley Forge, PA3.56MShares$35 Million0.0% of portfolio
-
Dimensional Fund Advisors LP Austin, TX3.42MShares$33.7 Million0.01% of portfolio
-
Wellington Management Group LLP Boston, MA3.01MShares$29.6 Million0.01% of portfolio
-
Fj Capital Management LLC Mclean, VA2.34MShares$23.1 Million2.6% of portfolio
About HERITAGE COMMERCE CORP
- Ticker HTBK
- Exchange NASDAQ
- Sector Financial Services
- Industry Banks—Regional
- Shares Outstandng 60,668,800
- Market Cap $598M
- 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...