Physician Wealth Advisors’s Pro-Dex PDEX Stock Holding History

Physician Wealth Advisors’s Portfolio PDEX Stock Details PDEX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$621	Buy	+9	New	+$575	﹤0.01%	2125

Other funds holding PDEX

Ellsworth Advisors Hudson, Ohio $620M AUM 38.17% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Physician Wealth Advisors's PDEX Position: Q3 2026 in Review

Physician Wealth Advisors opened a new position in Pro-Dex (PDEX) in Q3 2026: 9 shares worth $621. The stake represents ﹤0.01% of the portfolio and ranks #2125 among its holdings.

8 funds tracked by Wall St. Rank hold PDEX as of Q3 2026.

Physician Wealth Advisors held 9 shares of Pro-Dex worth $621 as of Q3 2026.
Pro-Dex was a new Physician Wealth Advisors position in Q3 2026.
Pro-Dex made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q3 2026, its #2125 holding.
8 funds tracked by Wall St. Rank held Pro-Dex as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.