Farther Finance Advisors’s Workiva WK Stock Holding History

Farther Finance Advisors’s Portfolio WK Stock Details WK Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$34.7K	Buy
2025 Q2	$25.9K	Sell
2025 Q1	$31.3K	Buy
2024 Q4	$5.58K	Sell
2024 Q3	$4.83K	Sell
2024 Q2	$10.7K	Buy
2024 Q1	$9.86K	Buy
2023 Q4	$5.79K	Buy
2023 Q1	–	Sell
2022 Q4	$4.37K	Buy