Heritage Financial
HFWA
HFWA
26.88
USD
-0.21
0.78%
At close
Updated
Oct 14, 4:00 PM EDT
Pre-market
After hours
26.88
0.00
0%
1 day
-0.78%
5 days
-1.14%
1 month
-5.82%
3 months
-9.22%
6 months
-0.88%
Year to date
13.42%
1 year
12.99%
5 years
8.3%
10 years
46.97%
New
Increased
Maintained
Reduced
Closed
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
| # | Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|---|
| 176 |
EWA
176
EverSource Wealth Advisors
Birmingham,
Alabama
| – | -$514 | -29 | Closed |
|
| 177 |
177
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$485 | -25 | Closed |
|
| 178 |
AWM
178
Avior Wealth Management
Omaha,
Nebraska
| – | -$135 | -7 | Closed |
|