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 |
|---|---|---|---|---|---|---|---|---|---|
| MEDICAL PPTYS TRUST INC | COM | 1301 | $58,316 | 13,530 | 0.00 | 0.00 | 1,366 | 11.23 | 06-30-2024 |
| RAYONIER ADVANCED MATLS INC | COM | 1302 | $57,376 | 10,547 | 0.00 | 0.00 | -1,772 | -14.38 | 06-30-2024 |
| TREDEGAR CORP | COM | 1303 | $57,183 | 11,938 | 0.00 | 11,938 | +Inf | 06-30-2024 | |
| LLOYDS BANKING GROUP PLC | SPONSORED ADR | 1304 | $54,200 | 19,854 | 0.00 | 0.00 | 288 | 1.47 | 06-30-2024 |
