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 |
|---|---|---|---|---|---|---|---|---|---|
| AMERICAN TOWER CORP NEW COM | REIT | 301 | $1,004,019 | 5,175 | 0.00 | 0.00 | 4,087 | 375.64 | 06-30-2024 |
| SHERWIN WILLIAMS CO COM | Stock | 302 | $997,569 | 3,373 | 0.00 | 0.00 | 1,645 | 95.20 | 06-30-2024 |
| ZOETIS INC CL A | Stock | 303 | $996,521 | 5,774 | 0.00 | 0.00 | 5,221 | 944.12 | 06-30-2024 |
| SOUTHERN CO COM | Stock | 304 | $993,764 | 12,906 | 0.00 | 0.00 | 10,868 | 533.27 | 06-30-2024 |
