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 |
|---|---|---|---|---|---|---|---|---|---|
| POSCO HOLDINGS INC SPONSORED ADR | ADR | 1401 | $54,683 | 820 | 0.00 | 820 | +Inf | 06-30-2024 | |
| COLUMBIA INTERNATIONAL ESG EQUITY INCOME ETF | ETF | Liquidated | $0 | 0 | 0.00 | 2,000 | +Inf | 06-30-2024 | |
| CAPITAL GROUP DIVIDEND VALUE ETF | ETF | 1403 | $54,252 | 1,646 | 0.00 | 1,646 | +Inf | 06-30-2024 | |
| PULSE BIOSCIENCES INC COM | Stock | 1404 | $54,150 | 5,000 | 0.00 | 5,000 | +Inf | 06-30-2024 |
