Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
FARTHER FINANCE ADVISORS LLC | 07-31-2024 | 06-30-2024 | 3835 | 2,063,615,191 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF | ETF | 1901 | $16,066 | 659 | 0.00 | 0.00 | 455 | 223.04 | 06-30-2024 |
JD.COM INC SPON ADS CL A | ADR | 1902 | $16,049 | 622 | 0.00 | 0.00 | 583 | 1494.87 | 06-30-2024 |
CAMTEK LTD ORD | Stock | 1903 | $15,975 | 125 | 0.00 | 125 | +Inf | 06-30-2024 | |
NCINO INC COM | Stock | 1904 | $15,875 | 508 | 0.00 | 508 | +Inf | 06-30-2024 |