Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
FARTHER FINANCE ADVISORS LLC 07-31-2024 06-30-2024 3835 2,063,615,191
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
ISHARES CORE S&P 500 ETF ETF 1 $143,163,354 261,052 0.01 0.01 199,557 324.51 06-30-2024
VANGUARD S&P 500 ETF ETF 2 $108,032,164 215,513 0.01 0.00 209,662 3583.35 06-30-2024
NVIDIA CORPORATION COM Stock 3 $94,280,109 758,488 0.00 0.00 755,229 23173.64 06-30-2024
APPLE INC COM Stock 4 $52,534,842 242,375 0.00 0.00 186,172 331.25 06-30-2024
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