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 |
|---|---|---|---|---|---|---|---|---|---|
| SUPER MICRO COMPUTER INC | COM | 751 | $552,242 | 674 | 0.00 | 0.00 | 51 | 8.19 | 06-30-2024 |
| KASPI KZ JSC | SPONSORED ADS | 752 | $551,905 | 4,278 | 0.00 | 0.00 | 454 | 11.87 | 06-30-2024 |
| KNIFE RIVER CORP | COMMON STOCK | 753 | $547,373 | 7,804 | 0.00 | 0.00 | 4,129 | 112.35 | 06-30-2024 |
| KINDER MORGAN INC DEL | COM | 754 | $545,982 | 27,478 | 0.00 | 0.00 | 586 | 2.18 | 06-30-2024 |
