Wealthspire Advisors, LLC Heritage Financial Corp Transaction History
Wealthspire Advisors, LLC
- $18.8 Billion
- Q3 2025
A detailed history of Wealthspire Advisors, LLC transactions in Heritage Financial Corp stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 375 shares of HFWA stock, worth $8,332. This represents 0.0% of its overall portfolio holdings.
Number of Shares
375Holding current value
$8,332% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding HFWA
# of Institutions
180Shares Held
29.6MCall Options Held
0Put Options Held
25.7K-
Black Rock Inc. New York, NY4.98MShares$111 Million0.0% of portfolio
-
Jennison Associates LLC3.08MShares$68.4 Million0.04% of portfolio
-
Victory Capital Management Inc2.63MShares$58.4 Million0.04% of portfolio
-
Vanguard Group Inc Valley Forge, PA2.37MShares$52.6 Million0.0% of portfolio
-
Dimensional Fund Advisors LP Austin, TX2.03MShares$45.1 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 $780M
- 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...