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  Name: Wellspring Financial Advisors LLC
  City: Cleveland
  State: OH
  Zip: 44124
   
Achive data
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $632,963,000
  Total Value Change : $231,073,000
  Securities Held Change : 6
   
All Securities Held : 142
  New Positions :
  Closed Positions :
  Increased Positions :
  Unchanged Positions :
  Decreased Positions :

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 14     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
   (IEUR)1 Year Chart         IEUR iShares Core MSCI Europe Closed $58.42 $0 0 0% -213,000 -3,867 0    N/A
   (VGIT)1 Year Chart         VGIT Vanguard Intermediate -Ter Closed $57.67 $0 0 0% -206,000 -3,465 0    Closed - End Fund - Debt
   (IGF)1 Year Chart         IGF iShares S&P Global Infrastr... Closed $49.37 $0 0 0% -400,000 -8,495 0    Closed - End Fund - E...
   (VXF)1 Year Chart         VXF Vanguard Extended Market VI... Closed $169.69 $0 0 0% -560,000 -3,405 0    Closed - End Fund - E...
   (VSS)1 Year Chart         VSS Vanguard FTSE All-Wld ex-US... Closed $117.72 $0 0 0% -339,000 -2,950 0    Closed - End Fund - Debt
   (ARRW)1 Year Chart         ARRW Arrowroot Acquisition Ord S... Closed $0.00 $0 0 0% -257,000 -24,500 0    N/A
   (VO)1 Year Chart         VO Vanguard Mid Cap VIPERS Closed $243.59 $0 0 0% -231,000 -991 0    Closed - End Fund - E...
   (MSI)1 Year Chart         MSI Motorola Inc Closed $359.02 $0 0 0% -213,000 -679 0    Communication Equipment
   (VGSH)1 Year Chart         VGSH Vanguard Scottsdale Funds Closed $57.73 $0 0 0% -582,000 -9,975 0    Closed - End Fund - Debt
   (MYI)1 Year Chart         MYI Blackrock Muniyield Insured... Closed $11.21 $0 0 0% -268,000 -23,000 0    Closed - End Fund - Debt
   (PYPL)1 Year Chart         PYPL Paypal Holdings, Inc. Closed $63.81 $0 0 0% -1,267,000 -20,632 0    N/A
   (SHW)1 Year Chart         SHW Sherwin Williams Co Closed $319.00 $0 0 0% -212,000 -679 0    General Building Mate...
   (NRGD)1 Year Chart         NRGD Microsectors Us Big Oil Ind... Closed $29.05 $0 0 0% -465,000 -2,025 0    N/A
   (ABC)1 Year Chart         ABC AmerisourceBergen Corp Closed $224.11 $0 0 0% -238,000 -1,157 0    Drugs Wholesale
      14 Records Found
  1    
Page 1 of 1
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