Source Financial Advisors LLC ISHARES GOLD TR Transaction History

Source Financial Advisors LLC

  • $337 Million
  • Q3 2024

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2021

Aug 16, 2021
SELL
N/A
-26,783 Closed
0 $0
Q1 2021

May 17, 2021
SELL
N/A
-13,833 Reduced 34.06%
26,783 $435,000
Q4 2020

Feb 16, 2021
BUY
N/A
40,616 New
40,616 $736,000
Track This Portfolio

Track Source Financial Advisors LLC Portfolio

Follow Source Financial Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Source Financial Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Source Financial Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email