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 |
|---|---|---|---|---|---|---|---|---|---|
| NCINO INC | COM | 251 | $3,529,759 | 112,234 | 0.00 | 112,234 | +Inf | 06-30-2024 | |
| AMERICAN CENTY ETF TR | AVANTIS CORE FI | 252 | $3,508,670 | 86,039 | 0.00 | 0.00 | 76,461 | 798.30 | 06-30-2024 |
| CAPITAL GROUP GROWTH ETF | SHS CREATION UNI | 253 | $3,452,200 | 104,962 | 0.00 | 0.00 | -138 | -0.13 | 06-30-2024 |
| ROYAL CARIBBEAN GROUP | COM | 254 | $3,435,164 | 21,547 | 0.00 | 0.00 | -1,924 | -8.20 | 06-30-2024 |
