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 |
|---|---|---|---|---|---|---|---|---|---|
| INVESCO BULLETSHARES 2033 CORPORATE BOND ETF | ETF | 2451 | $5,166 | 252 | 0.00 | 252 | +Inf | 06-30-2024 | |
| ISHARES GNMA BOND ETF | ETF | 2452 | $5,164 | 121 | 0.00 | 0.00 | 86 | 245.71 | 06-30-2024 |
| CALAMOS STRATEGIC TOTAL RETURN COM SH BEN INT | CEF | 2453 | $5,164 | 307 | 0.00 | 307 | +Inf | 06-30-2024 | |
| WARBY PARKER INC CL A COM | Stock | 2454 | $5,158 | 325 | 0.00 | 0.00 | 273 | 525.00 | 06-30-2024 |
