A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Heritage Commerce Corp stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 16,262 shares of HTBK stock, worth $155,302. This represents 0.0% of its overall portfolio holdings.

Number of Shares
16,262
Previous 12,733 27.72%
Holding current value
$155,302
Previous $110,000 45.45%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 23, 2024

BUY
$8.22 - $10.71 $29,008 - $37,795
3,529 Added 27.72%
16,262 $160,000
Q2 2024

Jul 16, 2024

BUY
$7.78 - $8.7 $19,683 - $22,011
2,530 Added 24.8%
12,733 $110,000
Q1 2024

Apr 15, 2024

BUY
$8.02 - $9.85 $81,828 - $100,499
10,203 New
10,203 $87,000

Others Institutions Holding HTBK

About HERITAGE COMMERCE CORP


  • Ticker HTBK
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Banks—Regional
  • Shares Outstandng 60,668,800
  • Market Cap $579M
  • 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...
More about HTBK
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