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 |
|---|---|---|---|---|---|---|---|---|---|
| ECOLAB INC | COM | 601 | $860,799 | 3,617 | 0.00 | 0.00 | -1,650 | -31.33 | 06-30-2024 |
| ISHARES TR | CORE DIV GRWTH | 602 | $859,426 | 14,918 | 0.00 | 0.00 | 37 | 0.25 | 06-30-2024 |
| MARVELL TECHNOLOGY INC | COM | 603 | $859,169 | 12,291 | 0.00 | 0.00 | -65 | -0.53 | 06-30-2024 |
| PAYCHEX INC | COM | 604 | $857,300 | 7,231 | 0.00 | 0.00 | -948 | -11.59 | 06-30-2024 |
