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 |
|---|---|---|---|---|---|---|---|---|---|
| TFS FINL CORP COM | Stock | 201 | $376,044 | 29,916 | 0.00 | 29,916 | +Inf | 06-30-2023 | |
| FS KKR CAP CORP COM | CEF | 202 | $375,142 | 19,559 | 0.00 | 19,559 | +Inf | 06-30-2023 | |
| BLACKROCK TAX MUNICPAL BD TR SHS | CEF | 203 | $374,635 | 22,582 | 0.00 | 22,582 | +Inf | 06-30-2023 | |
| FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND | ETF | 204 | $374,110 | 11,000 | 0.00 | 11,000 | +Inf | 06-30-2023 |
