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Source Financial Advisors LLC

SEC CIK
0001830954
Latest filing
Nov 1, 2024

PENN holding history

PENN Entertainment, 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.

PENN overviewAll 13F holders of PENNFull Q3 2024 holdings

Shares (Q1 2024)
0
Sold out in Q1 2024
Value
$0
% of portfolio
0.0%
Quarters held
7
Since Q2 2022
Holdings of PENN by Source Financial Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20240$00.0%−129,977−100.0%Sold outHolders
Q4 2023129,977$3.38M1.0%−192,656−59.7%ReducedHolders
Q3 2023322,633$7.40M2.5%+294,845+1,061.1%AddedHolders
Q2 202327,788$667.7K0.2%00.0%UnchangedHolders
Q1 202327,788$824.2K0.3%00.0%UnchangedHolders
Q4 202227,788$825.3K0.3%−43−0.2%ReducedHolders
Q3 202227,831$765.0K0.3%+26+0.1%AddedHolders
Q2 202227,805$846.0K0.3%+27,805NewHolders