Midwest Heritage Bank, Fsb Portfolio Holdings
Midwest Heritage Bank, Fsb
- $207 Million
- Q4 2024
Midwest Heritage Bank, Fsb has filed its 13F form on February 06, 2025 for Q4 2024 where it was disclosed a total value porftolio of $207 Million distributed in 54 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $39.1M, Capital Group Core Equity ETF with a value of $29.3M, Capital Group Core Plus Income with a value of $18M, Capital Group Divid Value ETF with a value of $18M, and Dimensional ETF Tr U S Small C with a value of $10.7M.
Examining the 13F form we can see an decrease of $5.72M in the current position value, from $212M to 207M.
Below you can find more details about Midwest Heritage Bank, Fsb portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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