Source Financial Advisors LLC quarter change: USA ETF, Unchanged
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2024-06-30 to 2024-09-30, Source Financial Advisors LLC opened 5 positions, added to 21, reduced 33, sold out of 1 and left 2 unchanged. The largest increase in value was MEAR (+$2,403,734); the largest decrease was JEPI (-$496,130).
- VOO: Country of operation —; Class S&P 500 ETF SHS; Shares 2024-06-30 1,167; Shares 2024-09-30 1,167.
- DON: Country of operation —; Class US MIDCAP DIVID; Shares 2024-06-30 6,990; Shares 2024-09-30 6,990.
Two Form 13F-HR filings compared (SEC CIK 1830954): 2024-06-30 (filed 2024-07-17) and 2024-09-30 (filed 2024-11-01). 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; share change is the position change.
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