Source Financial Advisors LLC quarter change: USA Stocks, Unchanged
In share positions in stocks (listed in the US), from the quarter ended 2024-06-30 to 2024-09-30, Source Financial Advisors LLC opened 5 positions, added to 20, reduced 23, sold out of 3 and left 8 unchanged. The largest increase in value was MKTX (+$6,461,470); the largest decrease was CFLT (-$3,524,902).
- ESTC: Country of operation United States; Class ORD SHS; Shares 2024-06-30 72,122; Shares 2024-09-30 72,122.
- SNAP: Country of operation United States; Class CL A; Shares 2024-06-30 285,968; Shares 2024-09-30 285,968.
- ASAN: Country of operation United States; Class CL A; Shares 2024-06-30 86,539; Shares 2024-09-30 86,539.
- AAON: Country of operation United States; Class COM PAR $0.004; Shares 2024-06-30 8,545; Shares 2024-09-30 8,545.
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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