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 |
|---|---|---|---|---|---|---|---|---|---|
| COLUMBIA SPORTSWEAR CO COM | Stock | 951 | $156,769 | 2,032 | 0.00 | 2,032 | +Inf | 06-30-2024 | |
| VANGUARD S&P 500 VALUE ETF | ETF | 952 | $156,625 | 895 | 0.00 | 895 | +Inf | 06-30-2024 | |
| PIMCO DYNAMIC INCOME OPRNTS FD COM BEN SHS | CEF | 953 | $156,510 | 11,750 | 0.00 | 11,750 | +Inf | 06-30-2024 | |
| FLOWSERVE CORP COM | Stock | 954 | $156,499 | 3,339 | 0.00 | 0.00 | 299 | 9.84 | 06-30-2024 |
