Top 10 Stocks Held By Source Financial Advisors LLC
By Holdings Channel Staff, updated Monday, May 13, 4:07 PM
In total we count 118 positions held by Source Financial Advisors LLC as of their latest 13F filing, but among those total Source Financial Advisors LLC holdings we've sorted out the top ten stocks held by Source Financial Advisors LLC by largest position size, and presented them here in slideshow form.
#9 . IXUS
Entity 03/31/2024 Amount
03/31/2024 Position Size ($ in 1000's)
ISHARES TR (IXUS)
118,238
$8,024 IXUS 118,238 $8,024
Entity 12/31/2023 Amount
12/31/2023 Position Size ($ in 1000's)
ISHARES TR (IXUS)
103,181
$6,700 IXUS 103,181 $6,700
Entity 09/30/2023 Amount
09/30/2023 Position Size ($ in 1000's)
ISHARES TR (IXUS)
98,550
$5,912 IXUS 98,550 $5,912
IXUS Stock Price From 12/31/2023 To 03/31/2024:
Position Size ($1000s)
$5,912
$6,700
$8,024
09/30/2023 12/31/2023 03/31/2024
Share Count
98,550
103,181
118,238
09/30/2023 12/31/2023 03/31/2024
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