Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
FARTHER FINANCE ADVISORS LLC | 09-12-2023 | 06-30-2023 | 2511 | 457,701,849 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
FT CBOE VEST U.S. EQUITY BUFFER ETF - JANUARY | ETF | 1551 | $3,533 | 95 | 0.00 | 95 | +Inf | 06-30-2023 | |
ISHARES ESG ADVANCED HIGH YIELD CORPORATE BOND ETF | ETF | 1552 | $3,526 | 80 | 0.00 | 80 | +Inf | 06-30-2023 | |
INNOSPEC INC COM | Stock | 1553 | $3,515 | 35 | 0.00 | 35 | +Inf | 06-30-2023 | |
EMCOR GROUP INC COM | Stock | 1554 | $3,511 | 19 | 0.00 | 19 | +Inf | 06-30-2023 |