Source Financial Advisors LLC MKTX Holdings History
Source Financial Advisors LLC's MarketAxess Holdings Inc Holding Summary
As of 2024-09-30, Source Financial Advisors LLC held 115,513.00 shares of MarketAxess Holdings Inc(MKTX), totaling $29.59 Mil. This investment constitutes 8.74% of their stock portfolio, and Source Financial Advisors LLC now holds 0.31% of the outstanding MarketAxess Holdings Inc(MKTX) stock.
The initial trade took place in 2020Q4. And since then Source Financial Advisors LLC has made 8 purchases of MKTX, at an average price of $544.42, for a total of 130,737.00 shares. In addition, there have been 5 sales at an average price of $311.19 for 15,224.00 shares. Based on historical transaction data and MKTX's current price of $223.16, Source Financial Advisors LLC's estimated gain on his MKTX holdings is $-40.66 Mil, reflecting a -57.13% gain to date.
Source Financial Advisors LLC MKTX ($223.16) Holding Chart
Source Financial Advisors LLC MKTX ($223.16) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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