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 |
|---|---|---|---|---|---|---|---|---|---|
| GUGGENHEIM TAXABLE MUNICP BOND COM | CEF | 151 | $549,147 | 33,690 | 0.00 | 33,690 | +Inf | 06-30-2023 | |
| BROADCOM INC COM | Stock | 152 | $545,635 | 629 | 0.00 | 629 | +Inf | 06-30-2023 | |
| SPDR S&P GLOBAL DIVIDEND ETF | ETF | 153 | $544,247 | 9,480 | 0.00 | 9,480 | +Inf | 06-30-2023 | |
| BLACKROCK INC COM | Stock | 154 | $539,089 | 780 | 0.00 | 780 | +Inf | 06-30-2023 |
