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  Name: MARKET STREET WEALTH MANAGEMENT ADVISORS LLC
  City: INDIANAPOLIS
  State: IN
  Zip: 46280
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $569,506,000
  Total Value Change : $91,610,000
  Securities Held Change : -3
   
All Securities Held : 93
  New Positions : 1
  Closed Positions : 4
  Increased Positions : 32
  Unchanged Positions : 8
  Decreased Positions : 52

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Holdings Found : 4     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
   (IXUS)1 Year Chart         IXUS Ishares Core Msci Total Int... 95 Closed $70.07 $0 0 0% -1,246,000 -19,190 0    N/A
   (DSI)1 Year Chart         DSI iShares KLD 400 Social Index 94 Closed $100.97 $0 0 0% -215,000 -2,357 0    Closed - End Fund - E...
   (GOVT)1 Year Chart         GOVT Ishares Barclays Us Treasur... 97 Closed $0.00 $0 0 0% -418,000 -18,159 0    N/A
   (IEMG)1 Year Chart         IEMG Ishares Core Msci Emerging ... 96 Closed $54.95 $0 0 0% -254,000 -5,022 0    N/A

      4 Records Found
  1    
Page 1 of 1
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