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 |
|---|---|---|---|---|---|---|---|---|---|
| KEYSIGHT TECHNOLOGIES INC COM | Stock | 851 | $193,759 | 1,436 | 0.00 | 0.00 | 882 | 159.21 | 06-30-2024 |
| TELEDYNE TECHNOLOGIES INC COM | Stock | 852 | $193,370 | 505 | 0.00 | 0.00 | 466 | 1194.87 | 06-30-2024 |
| SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF | ETF | 853 | $193,306 | 6,528 | 0.00 | 0.00 | 6,400 | 5000.00 | 06-30-2024 |
| SCHWAB 5-10 YEAR CORPORATE BOND ETF | ETF | 854 | $192,415 | 4,400 | 0.00 | 4,400 | +Inf | 06-30-2024 |
