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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 : 2023-12-31
  Total Value : $209,875,000
  Total Value Change : $23,938,000
  Securities Held Change : 3
   
All Securities Held : 75
  New Positions : 5
  Closed Positions : 4
  Increased Positions : 17
  Unchanged Positions : 5
  Decreased Positions : 48

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Holdings Found : 5     View All Holdings Currently Viewing:  Unchanged 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
   (VUG)1 Year Chart         VUG Vanguard Growth VIPERS 34 - $343.81 $544,000 1,751 0.26% 67,000 0 0.001    Closed - End Fund - E...
   (SPNT)1 Year Chart         SPNT SiriusPoint Ltd 43 - $12.56 $431,000 37,150 0.21% 53,000 0 0.039    Property & Casualty I...
   (IJH)1 Year Chart         IJH iShares S&P MidCap 400 Index 63 - $59.81 $229,000 827 0.11% 23,000 0 0    Closed - End Fund - E...
   (NOTV)1 Year Chart         NOTV Inotiv Ord Shs 71 - $3.76 $176,000 47,930 0.08% 28,000 0 0.303    Research Services
   (VXRT)1 Year Chart         VXRT Vaxart Inc 75 - $0.71 $15,000 26,000 0.01% -5,000 0 0.024    Biotechnology

      5 Records Found
  1    
Page 1 of 1
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