Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SIMPLICITY WEALTHLLC | 07-10-2024 | 06-30-2024 | 1240 | 4,425,334,367 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| FIRST TR EXCHNG TRADED FD VI | FT VEST UQ EQT | 1051 | $267,299 | 6,282 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| CLOUDFLARE INC | CL A COM | 1052 | $267,292 | 3,227 | 0.00 | 0.00 | -32 | -0.98 | 06-30-2024 |
| SPDR SER TR | SPDR S&P 500 ETF | 1053 | $266,829 | 5,983 | 0.00 | 0.00 | -253 | -4.06 | 06-30-2024 |
| APTIV PLC | SHS | 1054 | $266,469 | 3,784 | 0.00 | 0.00 | 440 | 13.16 | 06-30-2024 |
