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Source Financial Advisors LLC

SEC CIK
0001830954
Latest filing
Nov 1, 2024

INTU holding history

Intuit Inc. in every 13F filed by Source Financial Advisors LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

INTU overviewAll 13F holders of INTUFull Q3 2024 holdings

Shares (Q3 2024)
397
Value
$246.7K
% of portfolio
0.1%
Quarters held
4
Since Q4 2023
Holdings of INTU by Source Financial Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 2024397$246.7K0.1%−21−5.0%ReducedHolders
Q2 2024418$274.9K0.1%+42+11.2%AddedHolders
Q1 2024376$244.5K0.1%+3+0.8%AddedHolders
Q4 2023373$233.3K0.1%+373NewHolders