Wealthsource Partners, LLC

SEC CIK: 0001674623
Latest filing: Jan 16, 2024

SEC filings (opens in a new tab)

STRA holding history

Strategic Education, 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.

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

Shares (Q4 2023): 5,074
Value: $468.7K
% of portfolio: <0.1%
Quarters held: 3; Since Q2 2023

Holdings of STRA by Wealthsource Partners, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q4 2023	5,074	$468.7K	<0.1%	+59+1.2%	Added	Holders
Q3 2023	5,015	$377.4K	<0.1%	+240+5.0%	Added	Holders
Q2 2023	4,775	$323.9K	<0.1%	+4,775	New	Holders