Source Financial Advisors LLC
- SEC CIK
- 0001830954
- Latest filing
- Nov 1, 2024
WFC holding history
Wells Fargo & Company 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.
WFC overviewAll 13F holders of WFCFull Q3 2024 holdings
- Shares (Q3 2023)
- 0
- Sold out in Q3 2023
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 3
- Since Q4 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q3 2023 | 0 | $0 | 0.0% | −18,073−100.0% | Sold out | Holders |
| Q2 2023 | 18,073 | $771.4K | 0.3% | −4,784−20.9% | Reduced | Holders |
| Q1 2023 | 22,857 | $854.4K | 0.3% | +920+4.2% | Added | Holders |
| Q4 2022 | 21,937 | $905.8K | 0.3% | +21,937 | New | Holders |