Wealth Enhancement Advisory Services, LLC Heritage Commerce Corp Transaction History
Wealth Enhancement Advisory Services, LLC
- $65.4 Billion
- Q4 2025
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 28,694 shares of HTBK stock, worth $303,582. This represents 0.0% of its overall portfolio holdings.
Number of Shares
28,694
Previous 25,130
14.18%
Holding current value
$303,582
Previous $249,000
21.69%
% of portfolio
0.0%
Previous 0.0%
Shares
9 transactions
Others Institutions Holding HTBK
# of Institutions
206Shares Held
50.2MCall Options Held
71.9KPut Options Held
52.1K-
Black Rock Inc. New York, NY8.28MShares$87.6 Million0.0% of portfolio
-
Vanguard Group Inc Valley Forge, PA3.95MShares$41.8 Million0.0% of portfolio
-
Dimensional Fund Advisors LP Austin, TX3.39MShares$35.8 Million0.01% of portfolio
-
State Street Corp Boston, MA2.21MShares$23.4 Million0.0% of portfolio
-
Jpmorgan Chase & CO New York, NY1.88MShares$19.9 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 $642M
- 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...