Simplicity Wealth,Llc Incresed Positions in Q3 2024

Simplicity Wealth,Llc

  • $1.04 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AVUS
American Centy ETF Tr Avantis

ETFs
562K
+ 837.27%
$86.27 - $95.15 $48.5M - $53.5M
629K $59.9M
AVIG
American Centy ETF Tr Avantis

ETFs
753K
+ 874.68%
$40.41 - $42.73 $30.4M - $32.2M
839K $35.6M
AVDE
American Centy ETF Tr Avantis

ETFs
337K
+ 1002.28%
$60.09 - $67.67 $20.2M - $22.8M
370K $24.8M
AVSF
American Centy ETF Tr Avantis

ETFs
422K
+ 765.53%
$45.96 - $47.18 $19.4M - $19.9M
477K $22.5M
AVEM
American Centy ETF Tr Avantis

ETFs
143K
+ 892.18%
$57.2 - $65.59 $8.21M - $9.41M
160K $10.3M
AVUV
American Centy ETF Tr Avantis

ETFs
77.9K
+ 766.43%
$88.24 - $99.7 $6.88M - $7.77M
88.1K $8.45M
AVSC
American Centy ETF Tr Avantis
135K
+ 823.37%
$49.07 - $56.13 $6.61M - $7.56M
151K $8.16M
SMMD
Ishares Tr Russell 2500 ETF

ETFs
90.2K
+ 365.93%
$61.71 - $68.15 $5.56M - $6.14M
115K $7.77M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
108K
+ 30.6%
$44.83 - $47.42 $4.83M - $5.1M
459K $21.7M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
41.2K
+ 478.85%
$96.25 - $101.98 $3.97M - $4.21M
49.8K $5.05M
GTO
Invesco Actively Managed ETF T

ETFs
64.9K
+ 74.86%
$46.22 - $48.77 $3M - $3.16M
152K $7.32M
AVRE
American Centy ETF Tr Avantis
62.8K
+ 827.68%
$40.95 - $48.28 $2.57M - $3.03M
70.4K $3.32M
EFV
Msci Eafe Value ETF

ETFs
23.8K
+ 18.3%
$51.72 - $57.96 $1.23M - $1.38M
154K $8.86M
SRLN
Ssga Active Trust

ETFs
42.4K
+ 319.38%
$40.93 - $41.85 $1.74M - $1.78M
55.7K $2.33M
FYT
First Trust Small Cap

ETFs
4.54K
+ 1.59%
$50.68 - $58.56 $230K - $266K
290K $16.1M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
17.3K
+ 56.87%
$50.52 - $50.95 $876K - $884K
47.8K $2.43M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
14K
+ 12.9%
$38.51 - $41.69 $541K - $585K
123K $5.12M
EEM
Ishares Msci Emerging Markets

ETFs
16.3K
+ 217.75%
$40.42 - $46.7 $657K - $760K
23.7K $1.09M
IMTM
Ishares Msci Intl Momentum Fac

ETFs
16.7K
+ 95.31%
$35.7 - $41.13 $595K - $685K
34.2K $1.38M
IDEV
Ishares Core Msci Intl Develop

ETFs
1.89K
+ 1.88%
$63.46 - $71.43 $120K - $135K
102K $7.24M
PFF
Ishares Trust Ishares Pfd And

ETFs
17.9K
+ 86.79%
$31.18 - $33.5 $560K - $601K
38.6K $1.28M
USRT
Ishares Core U.S. Reit ETF

ETFs
8.43K
+ 77.99%
$53.07 - $62.66 $447K - $528K
19.2K $1.18M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
8.27K
+ 21.67%
$56.04 - $62.99 $463K - $521K
46.4K $2.84M
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
16.2K
+ 15.28%
$23.78 - $25.04 $385K - $406K
122K $3.06M
IWY
Ishares Tr Russell 200 Growth

ETFs
658
+ 1.12%
$194.66 - $225.97 $128K - $149K
59.6K $13.1M
EXPD
Expeditors International Of Washington Inc

Industrials
2.72K
+ 63.78%
$116.1 - $131.42 $315K - $357K
6.97K $916K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
10.8K
+ 11.98%
$22.38 - $23.66 $242K - $256K
101K $2.37M
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
5.31K
+ 73.9%
$46.5 - $49.42 $247K - $262K
12.5K $613K
RNR
Renaissancere Holdings LTD

Financial Services
783
+ 65.09%
$211.47 - $272.21 $166K - $213K
1.99K $540K
DFIV
Dimensional ETF Tr

ETFs
5.52K
+ 43.9%
$34.66 - $38.38 $191K - $212K
18.1K $688K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
1.13K
+ 7.08%
$83.76 - $91.82 $94.6K - $104K
17.1K $1.56M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
6.34K
+ 8.21%
$23.04 - $24.06 $146K - $153K
83.6K $2.01M
IEF
Ishares Barclays

ETFs
945
+ 3.65%
$92.67 - $99.14 $87.6K - $93.7K
26.9K $2.64M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
3.56K
+ 76.57%
$48.51 - $52.86 $172K - $188K
8.2K $433K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
130
+ 0.23%
$36.02 - $41.68 $4.68K - $5.42K
55.7K $2.3M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
2.08K
+ 4.08%
$42.87 - $45.76 $89K - $95K
52.9K $2.39M
PNFP
Pinnacle Financial Partners Inc

Financial Services
851
+ 14.34%
$76.97 - $100.56 $65.5K - $85.6K
6.79K $664K
WWJD
Northern Lts Fd Tr Iv Inspire

ETFs
4.84K
+ 42.04%
$28.91 - $32.54 $140K - $157K
16.3K $527K
IBD
Northern Lts Fd Tr Iv Inspire

ETFs
7.33K
+ 48.12%
$23.25 - $24.3 $170K - $178K
22.6K $543K
OGN
Organon & Co.

Healthcare
10.3K
+ 86.04%
$18.65 - $23.03 $193K - $238K
22.3K $427K
LKQ
Lkq Corp

Consumer Cyclical
4.88K
+ 44.9%
$38.47 - $46.03 $188K - $225K
15.8K $628K
BERY
Berry Global Group, Inc.

Consumer Cyclical
1.58K
+ 22.39%
$58.01 - $69.08 $91.8K - $109K
8.65K $587K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
471
+ 5.53%
$175.46 - $203.3 $82.6K - $95.8K
8.98K $1.82M
XLP
Consumer Staples Sector Spdr

ETFs
2.1K
+ 36.36%
$76.04 - $76.04 $160K - $160K
7.88K $599K
RELY
Remitly Global, Inc.

Technology
10.3K
+ 87.27%
$12.07 - $14.58 $124K - $150K
22K $294K
AXTA
Axalta Coating Systems Ltd.

Basic Materials
3.48K
+ 37.23%
$33.44 - $37.39 $116K - $130K
12.8K $463K
CWB
Spdr Bloomberg Convertible Sec

ETFs
888
+ 5.71%
$71.19 - $76.59 $63.2K - $68K
16.4K $1.26M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
6.31K
+ 9.51%
$16.42 - $18.12 $104K - $114K
72.7K $1.31M
DFSV
Dimensional ETF Tr Dimensional

ETFs
3.18K
+ 17.39%
$28.25 - $31.7 $89.7K - $101K
21.4K $660K
Activity Summary
Buys All Purchases 120 New Holdings 29 Increased Positions 91 Sells All Sells 360 Reductions 360 Sold out 0 Options Calls 0 Puts 0
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