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Heritage Commerce shares owned by Prevail Innovative Wealth Advisors

Quarter-by-quarter ownership of Heritage Commerce (HTBK) shares owned by Prevail Innovative Wealth Advisors from 13F filings

Historical chart of Prevail Innovative Wealth Advisors investment in Heritage Commerce

Tip: Access up to 7 years of quarterly data

All positions including Heritage Commerce held by Prevail Innovative Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Heritage Commerce by Prevail Innovative Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.0M 118k 8.58
2023-09-30 $1.6M 190k 8.47

More positions owned by Prevail Innovative Wealth Advisors

Vanguard Scottsdale Fds Int-term Corp (VCIT)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Wisdomtree Tr Floatng Rat Trea (USFR)
Global X Fds Russell 2000 (RYLD)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
American Centy Etf Tr Avantis Us Small (AVSC)
Energy Transfer Com Ut Ltd Ptn (ET)
Franklin Templeton Etf Tr Senior Loan Etf (FLBL)
Goldman Sachs (GS)
MPLX Com Unit Rep Ltd (MPLX)
Civitas Resources Com New (CIVI)
Adams Express Company (ADX)
Newmont Mining Corporation (NEM)
Alliance Resource Partners L Ut Ltd Part (ARLP)
Ishares Tr Ishares Semicdtr (SOXX)

View all positions for Prevail Innovative Wealth Advisors

Top funds holding Heritage Commerce

BlackRock
Vanguard Group
Dimensional Fund Advisors
Robeco Investment Management
FJ Capital Management
Jpmorgan Chase & Co
Kennedy Capital Management
AlTi Global
Endeavour Capital Advisors
Wellington Management Company
Bank of New York Mellon
Charles Schwab Investment Management
Alliancebernstein
Goldman Sachs Group
Siena Capital Management

View all funds holding Heritage Commerce