Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
FARTHER FINANCE ADVISORS LLC | 07-31-2024 | 06-30-2024 | 3835 | 2,063,615,191 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
DIMENSIONAL US SUSTAINABILITY CORE 1 ETF | ETF | 801 | $226,609 | 6,508 | 0.00 | 6,508 | +Inf | 06-30-2024 | |
LKQ CORP COM | Stock | 802 | $225,655 | 5,437 | 0.00 | 0.00 | 5,269 | 3136.31 | 06-30-2024 |
JPMORGAN MUNICIPAL ETF | ETF | 803 | $225,575 | 4,498 | 0.00 | 0.00 | 1,398 | 45.10 | 06-30-2024 |
WESTERN ALLIANCE BANCORP COM | Stock | 804 | $224,609 | 3,588 | 0.00 | 0.00 | 3,571 | 21005.88 | 06-30-2024 |