Cassady Schiller Wealth Management, LLC Heritage Commerce Corp Transaction History
Cassady Schiller Wealth Management, LLC
- $268 Million
- Q4 2024
A detailed history of Cassady Schiller Wealth Management, LLC transactions in Heritage Commerce Corp stock. As of the latest transaction made, Cassady Schiller Wealth Management, LLC holds 116 shares of HTBK stock, worth $1,224. This represents 0.0% of its overall portfolio holdings.
Number of Shares
116Holding current value
$1,224% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding HTBK
# of Institutions
190Shares Held
48.1MCall Options Held
2KPut Options Held
0-
Black Rock Inc. New York, NY8.28MShares$87.4 Million0.0% of portfolio
-
Dimensional Fund Advisors LP Austin, TX3.39MShares$35.8 Million0.01% of portfolio
-
Vanguard Group Inc Valley Forge, PA3.39MShares$35.8 Million0.0% of portfolio
-
Fj Capital Management LLC Mclean, VA3.04MShares$32.1 Million3.52% of portfolio
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Wellington Management Group LLP Boston, MA2.3MShares$24.3 Million0.0% of portfolio
About HERITAGE COMMERCE CORP
- Ticker HTBK
- Exchange NASDAQ
- Sector Financial Services
- Industry Banks—Regional
- Shares Outstandng 60,668,800
- Market Cap $641M
- 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...