Wealthsource Partners, LLC

SEC CIK: 0001674623
Latest filing: Jan 16, 2024

SEC filings (opens in a new tab)

FCNCA holding history

First Citizens Bancshares Inc in every 13F filed by Wealthsource Partners, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

FCNCA overview All 13F holders of FCNCA Full Q4 2023 holdings

Shares (Q4 2023): 429
Value: $608.7K
% of portfolio: <0.1%
Quarters held: 3; Since Q2 2023

Holdings of FCNCA by Wealthsource Partners, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q4 2023	429	$608.7K	<0.1%	+2+0.5%	Added	Holders
Q3 2023	427	$589.3K	<0.1%	+2+0.5%	Added	Holders
Q2 2023	425	$545.5K	<0.1%	+425	New	Holders