Farther Finance Advisors, LLC Purchases in Q3 2024

Farther Finance Advisors, LLC

  • $2.67 Trillion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IBDV
Ishares Tr

Technology
4.27K
+ 12188.57%
$21.11 - $22.24 $90.1K - $94.9K
4.3K $95.4M
CYBR
Cyber Ark Software Ltd.

Technology
246
+ 24.05%
$241.52 - $291.61 $59.4K - $71.7K
1.27K $370M
AON
Aon PLC

Financial Services
154
+ 19.69%
$293.16 - $351.06 $45.1K - $54.1K
936 $324M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
529
+ 45.84%
$152.9 - $180.39 $80.9K - $95.4K
1.68K $294M
O
Realty Income Corp

Real Estate
555
+ 10.45%
$52.36 - $63.42 $29.1K - $35.2K
5.87K $372M
IOVA
Iovance Biotherapeutics, Inc.

Healthcare
9.04K
+ 142.27%
$7.28 - $11.9 $65.8K - $108K
15.4K $145M
LEN
Lennar Corp

Consumer Cyclical
192
+ 14.11%
$142.5 - $192.45 $27.4K - $37K
1.55K $291M
IBDW
Ishares Tr Ibonds Dec 2031 Ter
4.33K
New
$20.12 - $21.28 $87.2K - $92.2K
4.33K $92M
APOG
Apogee Enterprises, Inc.

Industrials
1.3K
+ 2602.0%
$58.62 - $70.02 $76.3K - $91.1K
1.35K $94.6M
IHE
Ishares Tr

ETFs
1.22K
+ 97.14%
$65.61 - $72.86 $80.2K - $89.1K
2.48K $175M
CBRE
Cbre Group, Inc.

Real Estate
271
+ 18.07%
$85.97 - $124.48 $23.3K - $33.7K
1.77K $220M
Dimensional Global Ex Us Core Fixed Income ETF
1.4K
+ 15.66%
N/A
10.3K $559M
EXR
Extra Space Storage Inc.

Real Estate
362
+ 39.56%
$151.92 - $183.06 $55K - $66.3K
1.28K $230M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
243
+ 31.35%
$305.34 - $350.41 $74.2K - $85.1K
1.02K $352M
EMR
Emerson Electric CO

Industrials
727
+ 8.43%
$98.19 - $118.87 $71.4K - $86.4K
9.35K $1.02B
PWB
Invesco Exchange Traded Fd Tr

ETFs
900
+ 240.0%
$86.85 - $98.91 $78.2K - $89K
1.28K $126M
IBDP
Ishares Ibonds Dec 2024 Term C

ETFs
3.44K
+ 16.78%
$25.04 - $25.21 $86.2K - $86.7K
24K $604M
BNDW
Vanguard Scottsdale Fds Vangua

ETFs
1.28K
New
$67.53 - $70.89 $86.3K - $90.6K
1.28K $90.2M
IYY
Ishares Tr

ETFs
379
+ 7.21%
$125.77 - $139.59 $47.7K - $52.9K
5.63K $786M
UNM
Unum Group

Financial Services
1.21K
+ 60.34%
$49.81 - $59.44 $60.3K - $72K
3.22K $191M
PEY
Invesco Exchange Traded Fd Tr

ETFs
3.98K
+ 889.71%
$19.4 - $21.93 $77.2K - $87.2K
4.42K $97M
C
Citigroup Inc

Financial Services
1.68K
+ 8.16%
$56.11 - $67.61 $94.4K - $114K
22.3K $1.4B
RWO
Spdr Dow Jones Global Real Est

ETFs
1.86K
New
$41.23 - $48.48 $76.5K - $89.9K
1.86K $88.2M
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
9.36K
+ 150.17%
$11.03 - $18.11 $103K - $169K
15.6K $175M
FDEM
Fidelity Emerging Markets Mult
2.74K
+ 27.37%
N/A
12.8K $345M
IQLT
Ishares Msci Intl Quality Fact

ETFs
2.07K
+ 287.76%
$37.37 - $41.82 $77.3K - $86.5K
2.79K $116M
IBKR
Interactive Brokers Group, Inc.

Financial Services
610
+ 305.0%
$108.65 - $139.41 $66.3K - $85K
810 $113M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
806
+ 15.41%
$60.13 - $68.17 $48.5K - $54.9K
6.04K $409M
SPVU
Invesco ETF Tr Ii S&P 500 Enha

ETFs
1.75K
New
$46.58 - $50.48 $81.5K - $88.3K
1.75K $87.1M
OMC
Omnicom Group Inc.

Communication Services
102
+ 2.1%
$87.69 - $103.9 $8.94K - $10.6K
4.97K $514M
Wells Fargo CO New Perp Pfd Cnv A
65
+ 180.56%
N/A
101 $130M
OFG
Ofg Bancorp

Financial Services
1.93K
+ 4014.58%
$36.77 - $46.84 $70.9K - $90.3K
1.98K $88.7M
SPRE
Tidal ETF Tr Sp Fd S&P Global

ETFs
3.64K
+ 145.04%
$19.38 - $22.32 $70.5K - $81.2K
6.15K $135M
EXEL
Exelixis, Inc.

Healthcare
3.25K
+ 467.72%
$21.96 - $27.6 $71.3K - $89.6K
3.94K $102M
MCH
Matthews Asia Fds China Active
3.52K
New
N/A
3.52K $86.5M
AVB
Avalonbay Communities Inc

Real Estate
307
+ 36.9%
$200.95 - $234.65 $61.7K - $72K
1.14K $256M
SDEF
Tidal ETF Tr Sound Enhanced Fi
4.51K
New
N/A
4.51K $86.4M
DSM
Bny Mellon Strategic Municipal Bond Fund, Inc.

Financial Services
8.55K
+ 9.89%
$5.85 - $6.33 $50K - $54.1K
95.1K $592M
ODFL
Old Dominion Freight Line, Inc.

Industrials
297
+ 21.84%
$178.41 - $210.18 $53K - $62.4K
1.66K $329M
PWR
Quanta Services, Inc.

Industrials
124
+ 12.86%
$239.58 - $298.23 $29.7K - $37K
1.09K $324M
AWK
American Water Works Company, Inc.

Utilities
446
+ 41.41%
$127.76 - $149.9 $57K - $66.9K
1.52K $223M
PEAK
Healthpeak Properties, Inc.

Real Estate
1.72K
+ 12.78%
N/A
15.2K $348M
Bitwise Bitcoin ETF Trust
2.46K
+ 6150.0%
N/A
2.5K $86.5M
CGMS
Capital Grp Core Plus Income E
3K
New
N/A
3K $83.5M
SNA
Snap On Inc

Industrials
20
+ 0.85%
$255.35 - $289.77 $5.11K - $5.8K
2.38K $690M
BRO
Brown & Brown, Inc.

Financial Services
455
+ 18.5%
$89.11 - $105.82 $40.5K - $48.1K
2.91K $302M
EQR
Equity Residential

Real Estate
984
+ 66.53%
$67.19 - $78.09 $66.1K - $76.8K
2.46K $183M
AMP
Ameriprise Financial Inc

Financial Services
94
+ 10.65%
$391.53 - $469.81 $36.8K - $44.2K
977 $459M
SCHJ
Schwab Strategic Tr 1 5 Yr C

ETFs
1.5K
+ 29.61%
$48.09 - $49.69 $72K - $74.4K
6.55K $325M
Activity Summary
Buys All Purchases 2352 New Holdings 387 Increased Positions 1965 Sells All Sells 961 Reductions 954 Sold out 7 Options Calls 1 Puts 3
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