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 |
|---|---|---|---|---|---|---|---|---|---|
| PHILLIPS EDISON & CO INC COMMON STOCK | REIT | 2951 | $1,793 | 55 | 0.00 | 55 | +Inf | 06-30-2024 | |
| WISDOMTREE PUTWRITE STRATEGY FUND | ETF | Liquidated | $0 | 0 | 0.00 | 55 | +Inf | 06-30-2024 | |
| CEREVEL THERAPEUTICS HLDNG INC COM | Stock | 2953 | $1,778 | 43 | 0.00 | 43 | +Inf | 06-30-2024 | |
| FIRST ADVANTAGE CORP NEW COM | Stock | 2954 | $1,776 | 112 | 0.00 | 112 | +Inf | 06-30-2024 |
