Source Financial Advisors LLC historic quarter change: USA ETF, New
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 3 quarters from 2023-12-31 to 2024-09-30, Source Financial Advisors LLC opened 11 positions, added to 67, reduced 97 and sold out of 13.
- Q3 2024: Stock JPMB; Country of operation —; Class USD EMRNG MKT; Shares before 0.
- Q3 2024: Stock PAVE; Country of operation —; Class US INFR DEV ETF; Shares before 0.
- Q3 2024: Stock SMH; Country of operation —; Class SEMICONDUCTR ETF; Shares before 0.
- Q3 2024: Stock PSCI; Country of operation —; Class S&P SMLCP INDL; Shares before 0.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1830954), 3 quarters: Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-01); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-17); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-01). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2020-12-31.
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