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Source Financial Advisors LLC
Portfolio value
Source Financial Advisors LLC portfolio value
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$325,242,455
is the total value of the holdings Source Financial Advisors LLC reported in Q2 2024.
Holdings
Activity
History
Value
Filings
$325,242,455
Q2 2024
$329,441,164
Q1 2024
$322,232,858
Q4 2023
$296,439,795
Q3 2023
$304,689,489
Q2 2023
$298,466,498
Q1 2023
$266,156,358
Q4 2022
$252,527,000
Q3 2022
$255,110,000
Q2 2022
$339,734,000
Q1 2022
$370,605,000
Q4 2021
$385,252,000
Q3 2021
$388,425,000
Q2 2021
$374,840,000
Q1 2021
$370,104,000
Q4 2020