Center for Financial Planning »

Mid Penn Ban shares owned by Center for Financial Planning

Quarter-by-quarter ownership of Mid Penn Ban (MPB) shares owned by Center for Financial Planning from 13F filings

Historical chart of Center for Financial Planning investment in Mid Penn Ban

Tip: Access up to 7 years of quarterly data

All positions including Mid Penn Ban held by Center for Financial Planning consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Mid Penn Ban by Center for Financial Planning

Quarter filed Position value Share count Share price at filing
2024-03-31 $78k 3.9k 20.01

More positions owned by Center for Financial Planning

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Microsoft Corporation (MSFT)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Apple (AAPL)
Amazon (AMZN)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
JPMorgan Chase & Co. (JPM)

View all positions for Center for Financial Planning

Top funds holding Mid Penn Ban

Wellington Management Company
Vanguard Group
Dimensional Fund Advisors
Alliancebernstein
Castle Creek Capital Partners VI
Royce & Associates
Emerald Mutual Fund Advisers, Trust
LSV Asset Management
Endeavour Capital Advisors
Wharton Business Group
Jpmorgan Chase & Co
Bank of New York Mellon
Kuntz Lesher Capital
Minerva Advisors
Citadel Advisors

View all funds holding Mid Penn Ban