Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FARTHER FINANCE ADVISORS LLC | 09-12-2023 | 06-30-2023 | 2511 | 457,701,849 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| FIRST TRUST CAPITAL STRENGTH ETF | ETF | 101 | $852,458 | 11,354 | 0.00 | 11,354 | +Inf | 06-30-2023 | |
| COSTCO WHSL CORP NEW COM | Stock | 102 | $850,215 | 1,579 | 0.00 | 1,579 | +Inf | 06-30-2023 | |
| NEXTERA ENERGY INC COM | Stock | 103 | $845,839 | 11,399 | 0.00 | 11,399 | +Inf | 06-30-2023 | |
| ROPER TECHNOLOGIES INC COM | Stock | 104 | $830,822 | 1,728 | 0.00 | 1,728 | +Inf | 06-30-2023 |
