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 |
|---|---|---|---|---|---|---|---|---|---|
| PIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUND | ETF | 351 | $798,758 | 15,426 | 0.00 | 15,426 | +Inf | 06-30-2024 | |
| DUKE ENERGY CORP NEW COM NEW | Stock | 352 | $798,558 | 8,038 | 0.00 | 0.00 | 6,528 | 432.32 | 06-30-2024 |
| BONDBLOXX BLOOMBERG SIX MONTH TARGET DURATION US TREASURY ETF | ETF | 353 | $798,370 | 15,945 | 0.00 | 15,945 | +Inf | 06-30-2024 | |
| HEWLETT PACKARD ENTERPRISE CO COM | Stock | 354 | $798,328 | 37,728 | 0.00 | 0.00 | 35,072 | 1320.48 | 06-30-2024 |
