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 |
|---|---|---|---|---|---|---|---|---|---|
| CRANE NXT CO COM | Stock | 1451 | $48,224 | 809 | 0.00 | 809 | +Inf | 06-30-2024 | |
| ISHARES MSCI PACIFIC EX-JAPAN ETF | ETF | 1452 | $48,184 | 1,125 | 0.00 | 1,125 | +Inf | 06-30-2024 | |
| WISDOMTREE EMERGING MARKETS HIGH DIVIDEND FUND | ETF | 1453 | $48,132 | 1,107 | 0.00 | 0.00 | -106 | -8.74 | 06-30-2024 |
| BK OF AMERICA CORP 7.25CNV PFD L | Convertible Preferred | 1454 | $48,093 | 41 | 0.00 | 0.00 | -395 | -90.60 | 06-30-2024 |
