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 S&P 100 ETF | ETF | 101 | $3,593,971 | 13,510 | 0.00 | 0.00 | 11,588 | 602.91 | 06-30-2024 |
| SCHWAB INTERNATIONAL EQUITY ETF | ETF | 102 | $3,555,509 | 92,495 | 0.00 | 0.00 | 83,581 | 937.64 | 06-30-2024 |
| VANGUARD TOTAL INTERNATIONAL STOCK ETF | ETF | 103 | $3,535,483 | 58,564 | 0.00 | 0.00 | 27,954 | 91.32 | 06-30-2024 |
| INTUIT COM | Stock | 104 | $3,520,927 | 5,410 | 0.00 | 0.00 | 5,055 | 1423.94 | 06-30-2024 |
