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 |
|---|---|---|---|---|---|---|---|---|---|
| API GROUP CORP COM STK | Stock | 1951 | $14,387 | 396 | 0.00 | 396 | +Inf | 06-30-2024 | |
| TC ENERGY CORP COM | Stock | 1952 | $14,385 | 383 | 0.00 | 0.00 | 200 | 109.29 | 06-30-2024 |
| EATON VANCE TAX-MANAGED BUY- W COM | CEF | 1953 | $14,382 | 1,063 | 0.00 | 1,063 | +Inf | 06-30-2024 | |
| SMARTSHEET INC COM CL A | Stock | 1954 | $14,374 | 323 | 0.00 | 0.00 | 323 | +Inf | 06-30-2024 |
