Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
SIMPLICITY SOLUTIONS LLC 01-25-2024 12-31-2023 1070 3,659,579,830
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
DOVER CORP COM 701 $581,016 3,777 0.00 0.00 915 31.97 12-31-2023
ISHARES TR PFD AND INCM SEC 702 $578,419 18,545 0.00 0.00 -915 -4.70 12-31-2023
GARMIN LTD SHS 703 $575,439 4,477 0.00 0.00 2,289 104.62 12-31-2023
CORTEVA INC COM 704 $575,158 12,002 0.00 0.00 -1,641 -12.03 12-31-2023
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