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 |
|---|---|---|---|---|---|---|---|---|---|
| LEIDOS HOLDINGS INC | COM | 901 | $390,336 | 2,676 | 0.00 | 0.00 | 5 | 0.19 | 06-30-2024 |
| SPDR SER TR | BLOOMBERG EMERGI | 902 | $389,638 | 19,590 | 0.00 | 0.00 | 2,582 | 15.18 | 06-30-2024 |
| LESLIES INC | COM | 903 | $388,480 | 92,716 | 0.00 | 0.00 | -3,253 | -3.39 | 06-30-2024 |
| MAXLINEAR INC | COM | 904 | $388,360 | 19,283 | 0.00 | 0.00 | 579 | 3.10 | 06-30-2024 |
