Simplicity Wealth,Llc Inv Act Mgd Ex Trd Fd Tr Transaction History

Simplicity Wealth,Llc

$1.04 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 29, 2024	BUY	$20.82 - $22.42 $988,033 - $1.06 Million	47,456 Added 354.39%	60,847 $1.36 Million
Q3 2023 Oct 19, 2023	BUY	$21.23 - $21.83 $284,290 - $292,325	13,391 New	13,391 $285,000

Others Institutions Holding IHYF

# of Institutions

19

Shares Held

2.09M

Call Options Held

0

Put Options Held

0

Invesco Ltd. Atlanta, GA

1.18M
Shares

$26.2 Million
0.01% of portfolio
Morris Retirement Advisors, LLC Parsippany, NJ

505K
Shares

$11.2 Million
6.21% of portfolio
Lpl Financial LLC Fort Mill, SC

143K
Shares

$3.15 Million
0.0% of portfolio
Pensionmark Financial Group, LLC Santa Barbara, CA

61.5K
Shares

$1.36 Million
0.04% of portfolio
Avestar Capital, LLC

50.5K
Shares

$1.12 Million
0.12% of portfolio

About INV ACT MGD EX-TRD FD TR

Ticker IHYF
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