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 |
|---|---|---|---|---|---|---|---|---|---|
| REALTY INCOME CORP COM | REIT | 701 | $278,188 | 5,313 | 0.00 | 0.00 | 3,247 | 157.16 | 06-30-2024 |
| SIMON PPTY GROUP INC NEW COM | REIT | 702 | $278,062 | 1,898 | 0.00 | 0.00 | 1,680 | 770.64 | 06-30-2024 |
| FIRST TRUST MID CAP CORE ALPHADEX FUND | ETF | 703 | $276,387 | 2,572 | 0.00 | 0.00 | -675 | -20.79 | 06-30-2024 |
| CYBERARK SOFTWARE LTD SHS | Stock | 704 | $275,872 | 1,023 | 0.00 | 0.00 | 1,022 | 102200.00 | 06-30-2024 |
