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 |
|---|---|---|---|---|---|---|---|---|---|
| SUNRUN INC | COM | 1251 | $131,646 | 11,100 | 0.00 | 11,100 | +Inf | 06-30-2024 | |
| DHT HOLDINGS INC | SHS NEW | 1252 | $131,100 | 11,331 | 0.00 | 0.00 | 109 | 0.97 | 06-30-2024 |
| NUVEEN CORE PLUS IMPACT FUND | COM BEN INT | 1253 | $131,082 | 12,048 | 0.00 | 12,048 | +Inf | 06-30-2024 | |
| SOTERA HEALTH CO | COM | 1254 | $127,543 | 10,745 | 0.00 | 10,745 | +Inf | 06-30-2024 |
