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Mid Penn Ban shares owned by Efficient Wealth Management

Quarter-by-quarter ownership of Mid Penn Ban (MPB) shares owned by Efficient Wealth Management from 13F filings

Historical chart of Efficient Wealth Management investment in Mid Penn Ban

Tip: Access up to 7 years of quarterly data

All positions including Mid Penn Ban held by Efficient Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Mid Penn Ban by Efficient Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.0k 24 41.67

More positions owned by Efficient Wealth Management

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Bd Index Fds Vanguard Ultra (VUSB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Real Estate Etf (VNQ)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Index Fds Growth Etf (VUG)

View all positions for Efficient Wealth Management

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