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 |
|---|---|---|---|---|---|---|---|---|---|
| TFS FINL CORP COM | Stock | 551 | $415,917 | 33,300 | 0.00 | 0.00 | 3,384 | 11.31 | 06-30-2024 |
| GENERAL MLS INC COM | Stock | 552 | $415,793 | 6,569 | 0.00 | 0.00 | 3,310 | 101.56 | 06-30-2024 |
| SCHWAB INTERMEDIATE-TERM US TREASURY ETF | ETF | 553 | $415,127 | 8,577 | 0.00 | 0.00 | 2,937 | 52.07 | 06-30-2024 |
| PRICE T ROWE GROUP INC COM | Stock | 554 | $413,933 | 3,636 | 0.00 | 0.00 | 2,634 | 262.87 | 06-30-2024 |
