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 |
|---|---|---|---|---|---|---|---|---|---|
| MICRON TECHNOLOGY INC | COM | 151 | $6,266,344 | 47,642 | 0.00 | 0.00 | 2,123 | 4.66 | 06-30-2024 |
| SELECT SECTOR SPDR TR | SBI HEALTHCARE | 152 | $6,230,687 | 42,749 | 0.00 | 0.00 | -1,057 | -2.41 | 06-30-2024 |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP V | 153 | $6,181,478 | 229,752 | 0.00 | 229,752 | +Inf | 06-30-2024 | |
| ADVANCED MICRO DEVICES INC | COM | 154 | $6,065,681 | 37,394 | 0.00 | 0.00 | 4,405 | 13.35 | 06-30-2024 |
