CSWM
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Cassady Schiller Wealth Management’s Heritage Commerce HTBK Stock Holding History

Cassady Schiller Wealth Management’s Portfolio HTBK Stock Details HTBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		$1.09K Buy
+116
New +$1.09K ﹤0.01% 766