Ownership history in Source Financial Advisors LLC · 16 quarters on record
This page tracks every 13F SEC filing in which Source Financial Advisors LLC reported a position in GOLDMAN SACHS ETF TR (GSLC). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2024 Q3 | REDUCED | 48,640 | -6,308 | -11.5% | 1.62% | $5.5M | $111.38 |
| 2024 Q2 | REDUCED | 54,948 | -5,935 | -9.7% | 1.81% | $5.9M | $105.20 |
| 2024 Q1 | REDUCED | 60,883 | -15,546 | -20.3% | 1.92% | $6.3M | $101.80 |
| 2023 Q4 | REDUCED | 76,429 | -3,679 | -4.6% | 2.23% | $7.2M | $91.74 |
| 2023 Q3 | REDUCED | 80,108 | -4,990 | -5.9% | 2.28% | $6.7M | $82.01 |
| 2023 Q2 | REDUCED | 85,098 | -5,393 | -6.0% | 2.44% | $7.4M | $84.73 |
| 2023 Q1 | REDUCED | 90,491 | -7,466 | -7.6% | 2.46% | $7.3M | $78.52 |
| 2022 Q4 | REDUCED | 97,957 | -1,282 | -1.3% | 2.80% | $7.5M | $73.33 |
| 2022 Q3 | ADDED | 99,239 | +6,868 | +7.4% | 2.79% | $7.0M | $68.10 |
| 2022 Q2 | REDUCED | 92,371 | -35,888 | -28.0% | 2.71% | $6.9M | $71.58 |
As of 2025 Q4 — sorted by position size