Source Financial Advisors LLC Purchases and Sells in Q3 2024

Source Financial Advisors LLC

$337 Million
Q3 2024

Top Buys

Incresed Positions

41 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MKTX	154 + 0.13%	$193.39 - $261.08 $29.8K - $40.2K	116K $29.6M
MEAR	47.3K + 35.32%	$49.99 - $50.34 $2.37M - $2.38M	181K $9.13M
IVV	232 + 0.62%	$520.18 - $576.82 $121K - $134K	37.9K $21.8M
GOVT	11.2K + 1.3%	$22.38 - $23.66 $250K - $265K	871K $20.4M
JAAA	13.9K + 10.6%	$50.52 - $50.95 $701K - $707K	145K $7.37M
IXUS	381 + 0.3%	$64.9 - $73.35 $24.7K - $27.9K	129K $9.39M

New Holdings

10 operations

Stock	Shares change	Price Range	Shares Held	Trade History
JPMB	8.5K New	$38.32 - $40.67 $326K - $346K	8.5K $345K
PAVE	8.33K New	$36.39 - $41.16 $303K - $343K	8.33K $342K
SMH	995 New	$211.47 - $281.27 $210K - $280K	995 $244K
HIG	1.9K New	$98.71 - $117.61 $188K - $223K	1.9K $223K
CRM	812 New	$238.42 - $276.53 $194K - $225K	812 $222K
ORCL	1.23K New	$125.9 - $170.35 $155K - $210K	1.23K $210K

Top Sells

Reduced Positions

57 operations

Stock	Shares change	Price Range	Shares Held	Trade History
JEPI	-9.64K - 35.1%	$54.98 - $59.51 $530K - $574K	17.8K $1.06M
VCSH	-5.79K - 40.69%	$76.94 - $79.54 $446K - $461K	8.45K $670K
GSLC	-6.31K - 11.48%	$101.72 - $112.94 $642K - $712K	48.6K $5.49M
IEFA	-5.55K - 21.27%	$70.09 - $78.74 $389K - $437K	20.5K $1.6M
MSFT	-53 - 0.55%	$395.15 - $467.56 $20.9K - $24.8K	9.59K $4.13M
TLH	-1.69K - 31.95%	$100.75 - $111.62 $170K - $189K	3.6K $393K

Activity Summary All Purchases 51 New Holdings 10 Increased Positions 41 All Sells 57 Reductions 57 Sold out 0 Calls 0 Puts 0

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