Source Financial Advisors LLC

Q4 2023 13F Holdings

Location
New York, NY
Holdings as of
12/31/2023
Value
$322M
Num holdings
122
Date filed
1/11/2024
Form type
13F-HR
Prev filing
10/26/2023
Next filing
5/1/2024
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type