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  Name: Fi3 FINANCIAL ADVISORS LLC
  City: Indianapolis
  State: IN
  Zip: 46290
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $217,442,000
  Total Value Change : $7,567,000
  Securities Held Change : 11
   
All Securities Held : 86
  New Positions : 15
  Closed Positions : 6
  Increased Positions : 39
  Unchanged Positions : 3
  Decreased Positions : 29

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 6     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (UCON)1 Year Chart         UCON First Trust Tcw Unconstrain... 89 Closed $0.00 $0 0 0% -692,000 -27,984 0    N/A
   (STE)1 Year Chart         STE Steris Corp 88 Closed $230.60 $0 0 0% -1,488,000 -6,768 0    Medical Appliances & ...
   (MCD)1 Year Chart         MCD McDonalds Corp 87 Closed $265.87 $0 0 0% -225,000 -758 0    Restaurants
   (SIRI)1 Year Chart         SIRI Sirius XM Radio Inc 92 Closed $2.89 $0 0 0% -146,000 -26,764 0    Broadcasting - Radio
   (INTC)1 Year Chart         INTC Intel Corp 91 Closed $31.74 $0 0 0% -216,000 -4,299 0    Semiconductor- Broad...
   (LOAN)1 Year Chart         LOAN Manhattan Bridge Capital 90 Closed $5.34 $0 0 0% -107,000 -21,625 0    Publishing

      6 Records Found
  1    
Page 1 of 1
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