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Source Capital shares owned by EnRich Financial Partners

Quarter-by-quarter ownership of Source Capital (SOR) shares owned by EnRich Financial Partners from 13F filings

Historical chart of EnRich Financial Partners investment in Source Capital

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All positions including Source Capital held by EnRich Financial Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Source Capital by EnRich Financial Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $28k 630 44.55
2024-06-30 $28k 630 44.29
2024-03-31 $27k 630 42.52

More positions owned by EnRich Financial Partners

Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Intl Core Equity (DFIC)
Pimco Etf Tr Multisector Bd (PYLD)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Internatnal Val (DFIV)
Vanguard Index Fds Mid Cap Etf (VO)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI)
First Tr Exch Traded Fd Iii Shrt Dur Mng Mun (FSMB)
Dimensional Etf Trust Us Mktwide Value (DFUV)

View all positions for EnRich Financial Partners

Top funds holding Source Capital

D.A. Davidson & Co.
Morgan Stanley
Hara Capital
Mesirow Financial Investment Management International Equity
Wells Fargo & Company
First Trust Advisors
Chemistry Wealth Management
Shaker Financial Services
Raymond James & Associates
Bank of America Corporation
Anchor Investment Management
Us Bancorp
International Assets Investment Management
Envestnet Asset Management
Invesco

View all funds holding Source Capital