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 |
|---|---|---|---|---|---|---|---|---|---|
| FIRST TRUST VALUE LINE DIVIDEND INDEX FUND | ETF | 1251 | $77,510 | 1,911 | 0.00 | 0.00 | -1,769 | -48.07 | 06-30-2024 |
| UIPATH INC CL A | Stock | 1252 | $77,435 | 6,012 | 0.00 | 0.00 | 5,883 | 4560.47 | 06-30-2024 |
| INVESCO S&P MIDCAP VALUE WITH MOMENTUM ETF | ETF | 1253 | $76,830 | 1,500 | 0.00 | 1,500 | +Inf | 06-30-2024 | |
| TEXTRON INC COM | Stock | 1254 | $76,625 | 898 | 0.00 | 0.00 | 386 | 75.39 | 06-30-2024 |
