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 |
---|---|---|---|---|---|---|---|---|---|
COGNEX CORP COM | Stock | 2151 | $9,651 | 208 | 0.00 | 0.00 | 80 | 62.50 | 06-30-2024 |
VERTEX INC CL A | Stock | 2152 | $9,617 | 269 | 0.00 | 269 | +Inf | 06-30-2024 | |
GLOBAL X LITHIUM & BATTERY TECH ETF | ETF | 2153 | $9,563 | 245 | 0.00 | 0.00 | 46 | 23.12 | 06-30-2024 |
GATES INDL CORP PLC ORD SHS | Stock | 2154 | $9,468 | 612 | 0.00 | 612 | +Inf | 06-30-2024 |