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Physician Wealth Advisors, Inc. → MPB

Physician Wealth Advisors, Inc. MPB Position History

Mid Penn Bancorp, Inc. • Financial Services

Quarters held
5
Latest value
$921
Q3 2026
Peak value
$921
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$745
Q4 2025$807
Q1 2026$837
Q2 2026$906
Q3 2026$921

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$92126——
Q2 2026$90626——
Q1 2026$83726——
Q4 2025$80726——
Q3 2025$74526——

Other funds holding MPB

Other Physician Wealth Advisors, Inc. positions

ETHA

ISHARES TR

$109.7M
ETHA

ISHARES TR

$103M
STT-PG

SPDR SERIES TRUST

$102.1M
STT-PG

SPDR SERIES TRUST

$94M
ETHA

ISHARES TR

$93.4M
ETHA

ISHARES TR

$90.7M
ETHA

ISHARES TR

$90.3M
ETHA

ISHARES TR

$68M