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 |
|---|---|---|---|---|---|---|---|---|---|
| NEWMONT CORP | COM | 651 | $731,042 | 17,460 | 0.00 | 0.00 | 7,849 | 81.67 | 06-30-2024 |
| KIRBY CORP | COM | 652 | $728,677 | 6,086 | 0.00 | 0.00 | 372 | 6.51 | 06-30-2024 |
| MONSTER BEVERAGE CORP NEW | COM | 653 | $728,221 | 14,579 | 0.00 | 0.00 | -4,508 | -23.62 | 06-30-2024 |
| FRANKLIN ELEC INC | COM | 654 | $728,179 | 7,560 | 0.00 | 0.00 | 2,326 | 44.44 | 06-30-2024 |
