Midwest Heritage Bank, Fsb Incresed Positions in Q3 2024

Midwest Heritage Bank, Fsb

  • $212 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
14.1K
+ 1.27%
$31.05 - $34.29 $437K - $482K
1.13M $38.6M
CGDV
Capital Group Divid Value ETF

ETFs
11.5K
+ 2.6%
$32.96 - $36.48 $378K - $419K
453K $16.5M
CGUS
Capital Group Core Equity ETF
7.98K
+ 1.0%
$31.19 - $34.33 $249K - $274K
808K $27.7M
CGCP
Capital Group Core Plus Income

ETFs
34.4K
+ 4.81%
$22.12 - $23.31 $762K - $803K
751K $17.4M
DFAS
Dimensional ETF Tr U S Small C

ETFs
3.1K
+ 1.93%
$59.25 - $65.33 $183K - $202K
163K $10.6M
DFAI
Dimensional ETF Tr

ETFs
5.32K
+ 1.77%
$28.69 - $32.06 $153K - $170K
305K $9.7M
DUHP
Dimensional ETF Tr Dimensional

ETFs
3.96K
+ 1.76%
$30.74 - $34.07 $122K - $135K
229K $7.82M
AVUV
American Centy ETF Tr Avantis

ETFs
1.22K
+ 2.14%
$88.24 - $99.7 $108K - $122K
58.2K $5.58M
CGGR
Capital Group Growth ETF Shs C

ETFs
4.26K
+ 2.7%
$30.71 - $34.79 $131K - $148K
162K $5.64M
FPE
First Tr Pfd Secs & Income ETF

ETFs
11.9K
+ 4.32%
$17.35 - $18.22 $206K - $216K
286K $5.18M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
1.26K
+ 1.85%
$81.31 - $83.29 $103K - $105K
69.3K $5.76M
TLT
Ishares Barclays 20+ Year Trea

ETFs
1.63K
+ 65.75%
$89.91 - $101.33 $147K - $165K
4.11K $403K
QUAL
Ishares Msci Usa Quality Facto

ETFs
199
+ 1.75%
$162.64 - $179.3 $32.4K - $35.7K
11.6K $2.08M
DIHP
Dimensional ETF Tr Dimensional

ETFs
1.4K
+ 2.92%
$25.23 - $27.94 $35.4K - $39.2K
49.4K $1.37M
DFIP
Dimensional ETF Tr Inflation P

ETFs
564
+ 1.19%
$40.69 - $42.46 $22.9K - $23.9K
48K $2.03M
EFV
Msci Eafe Value ETF

ETFs
133
+ 0.91%
$51.72 - $57.96 $6.88K - $7.71K
14.8K $850K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
5
+ 0.21%
$475.2 - $527.7 $2.38K - $2.64K
2.41K $1.27M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
5
+ 0.06%
$113.45 - $126.18 $567 - $631
8.66K $1.09M
EFG
Msci Eafe Growth ETF

ETFs
244
+ 3.89%
$96.84 - $108.77 $23.6K - $26.5K
6.51K $700K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
662
+ 10.2%
$44.24 - $49.47 $29.3K - $32.7K
7.15K $353K
IYW
Ishares Dj Us Tech ETF

ETFs
271
+ 11.71%
$133.16 - $158.73 $36.1K - $43K
2.59K $391K
AVUS
American Centy ETF Tr Avantis

ETFs
11
+ 0.13%
$86.27 - $95.15 $949 - $1.05K
8.28K $788K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
39
+ 0.25%
$44.83 - $47.42 $1.75K - $1.85K
15.4K $726K
VOD
Vodafone Group Public LTD CO

Communication Services
52
+ 0.29%
$8.8 - $10.35 $458 - $538
18.1K $181K
MBB
Ishares Tr

ETFs
10
+ 0.22%
$90.85 - $96.66 $909 - $967
4.57K $437K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
14
+ 0.11%
$22.38 - $23.66 $313 - $331
12.2K $287K
NXP
Nuveen Select Tax Free Income Portfolio

Financial Services
117
+ 1.06%
$14.34 - $15.17 $1.68K - $1.77K
11.1K $168K
IEMG
Ishares Inc

ETFs
94
+ 1.78%
$53.64 - $53.64 $5.04K - $5.04K
5.37K $287K
CGMU
Capital Group Core Plus Income
68
+ 0.46%
N/A
14.8K $0
Activity Summary
Buys All Purchases 36 New Holdings 6 Increased Positions 30 Sells All Sells 18 Reductions 18 Sold out 0 Options Calls 0 Puts 0
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