Midwest Heritage Bank, Fsb Purchases and Sells in Q3 2024

Midwest Heritage Bank, Fsb

$212 Million
Q3 2024

Top Buys

Incresed Positions

30 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DFAC	14.1K + 1.27%	$31.05 - $34.29 $437K - $482K	1.13M $38.6M
CGDV	11.5K + 2.6%	$32.96 - $36.48 $378K - $419K	453K $16.5M
CGUS	7.98K + 1.0%	$31.19 - $34.33 $249K - $274K	808K $27.7M
CGCP	34.4K + 4.81%	$22.12 - $23.31 $762K - $803K	751K $17.4M
DFAS	3.1K + 1.93%	$59.25 - $65.33 $183K - $202K	163K $10.6M
DFAI	5.32K + 1.77%	$28.69 - $32.06 $153K - $170K	305K $9.7M

New Holdings

6 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IVW	3.68K New	$84.77 - $97.13 $312K - $357K	3.68K $352K
AVLV	3.59K New	$60.05 - $65.83 $215K - $236K	3.59K $236K
IVE	1.16K New	$181.06 - $197.17 $210K - $229K	1.16K $228K
IFRA	4.4K New	$41.55 - $46.97 $183K - $207K	4.4K $206K
BRK-B	446 New	$405.19 - $478.57 $181K - $213K	446 $205K
DIMENSIONAL ETF TRUST	18.9K New	N/A	18.9K $0

Top Sells

Reduced Positions

18 operations

Stock	Shares change	Price Range	Shares Held	Trade History
FTSL	-5.36K - 4.41%	$45.51 - $46.26 $244K - $248K	116K $5.33M
MO	-4.18K - 46.34%	$45.95 - $54.71 $192K - $229K	4.84K $247K
DFAX	-8.47K - 20.86%	$24.29 - $27.25 $206K - $231K	32.1K $868K
AMZN	-271 - 12.5%	$161.02 - $200.0 $43.6K - $54.2K	1.9K $353K
AAPL	-335 - 22.41%	$207.23 - $234.82 $69.4K - $78.7K	1.16K $270K
DFCF	-5.1K - 4.7%	$41.34 - $43.55 $211K - $222K	103K $4.46M

Activity Summary All Purchases 36 New Holdings 6 Increased Positions 30 All Sells 18 Reductions 18 Sold out 0 Calls 0 Puts 0

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