Simplicity Wealth,Llc Sells in Q3 2024

Simplicity Wealth,Llc

  • $1.04 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-859
- 15.65%
$59.93 - $66.52 $51.5K - $57.1K
4.63K $307K
NOG
Northern Oil & Gas, Inc.

Energy
-235
- 1.69%
$33.96 - $43.19 $7.98K - $10.1K
13.7K $484K
FAAR
First Trust Vii Alternative Ab

ETFs
-157
- 0.46%
$27.83 - $28.78 $4.37K - $4.52K
34.2K $952K
ROAD
Construction Partners, Inc.

Industrials
-2.22K
- 23.9%
$53.22 - $76.29 $118K - $169K
7.06K $492K
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
-528
- 6.73%
$47.7 - $48.54 $25.2K - $25.6K
7.32K $355K
AVY
Avery Dennison Corp

Industrials
-97
- 8.3%
$202.27 - $224.18 $19.6K - $21.7K
1.07K $236K
RC
Ready Capital Corp

Real Estate
-49
- 0.16%
$7.63 - $9.43 $374 - $462
30K $228K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-310
- 8.8%
$113.45 - $126.18 $35.2K - $39.1K
3.21K $405K
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
-1.5K
- 5.58%
$43.99 - $46.63 $65.9K - $69.9K
25.3K $1.18M
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
-484
- 9.18%
$56.29 - $62.74 $27.2K - $30.4K
4.79K $300K
HYD
Vaneck High Yield Muni ETF

ETFs
-885
- 3.12%
$51.46 - $53.07 $45.5K - $47K
27.5K $1.46M
MFC
Manulife Financial Corp

Financial Services
-928
- 11.47%
$24.13 - $29.63 $22.4K - $27.5K
7.16K $211K
MARB
First Tr Exchange Traded Fd Ii

ETFs
-326
- 2.86%
$19.66 - $20.13 $6.41K - $6.56K
11.1K $219K
VCIT
Vanguard Intermediate Term Cor

ETFs
-183
- 5.16%
$79.29 - $84.02 $14.5K - $15.4K
3.36K $281K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
-274
- 2.99%
$47.95 - $49.61 $13.1K - $13.6K
8.88K $438K
DSI
Ishares Msci Kld 400 Social Et

ETFs
-98
- 4.62%
$97.81 - $108.79 $9.59K - $10.7K
2.02K $219K
Capital Group Dividend Growe
-5.25K
- 32.7%
N/A
10.8K $0
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
-1.01K
- 7.68%
$9.55 - $11.13 $9.64K - $11.2K
12.1K $131K
Northern Lts Fd Tr Iv
-596
- 1.97%
N/A
29.6K $0
Dimensional ETF Trust
-470K
- 93.35%
N/A
33.5K $0
Northern Lts Fd Tr Iv
-280
- 2.13%
N/A
12.9K $0
Northern Lts Fd Tr Iv
-429
- 2.28%
N/A
18.4K $0
Northern Lts Fd Tr Iv
-277
- 2.11%
N/A
12.8K $0
Linde PLC
-16.4K
- 93.37%
N/A
1.16K $0
Northern Lts Fd Tr Iv
-274
- 2.04%
N/A
13.2K $0
Northern Lts Fd Tr Iv
-595
- 1.95%
N/A
29.9K $0
Northern Lts Fd Tr Iv
-594
- 1.91%
N/A
30.5K $0
AKAM
Akamai Technologies Inc

Technology
-1
- 0.01%
N/A
10.6K $967K
Bunge Global Sa
-35.5K
- 89.97%
N/A
3.96K $0
Northern Lts Fd Tr Iv
-310
- 2.32%
N/A
13K $0
Ishares Bitcoin Trust ETF
-102K
- 83.8%
N/A
19.7K $0
OMFL
Invesco Exchange Traded Self I

ETFs
-85
- 0.82%
$47.65 - $52.99 $4.05K - $4.5K
10.2K $541K
CLTL
Invesco ETF Tr Ii Treas Collat

ETFs
-22
- 0.48%
N/A
4.56K $0
EBND
Spdr Bloomberg Emerging Market

ETFs
-1.24K
- 6.3%
$19.74 - $21.39 $24.4K - $26.4K
18.4K $390K
ICVT
Ishares Tr Convertible Bond Et

ETFs
-397
- 5.21%
$77.24 - $83.67 $30.7K - $33.2K
7.22K $604K
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
-15
- 0.28%
$42.76 - $45.16 $641 - $677
5.27K $235K
RUSHA
Rush Enterprises Inc Tx

Consumer Cyclical
-2.41K
- 19.17%
$41.17 - $54.85 $99.1K - $132K
10.2K $536K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-178
- 2.2%
$114.73 - $120.23 $20.4K - $21.4K
7.91K $945K
FTCS
First Trust Capital Strength E

ETFs
-421
- 5.52%
$83.58 - $90.94 $35.2K - $38.3K
7.2K $653K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-34
- 0.42%
$76.94 - $79.54 $2.62K - $2.7K
8.12K $644K
UTI
Universal Technical Institute Inc

Consumer Defensive
-159
- 0.48%
$15.83 - $19.43 $2.52K - $3.09K
32.7K $532K
DFSD
Dimensional ETF Tr Short Durat

ETFs
-56
- 0.22%
$47.0 - $47.84 $2.63K - $2.68K
25K $1.19M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
-657
- 2.31%
$41.34 - $43.55 $27.2K - $28.6K
27.8K $1.2M
KNX
Knight Swift Transportation Holdings Inc.

Industrials
-41
- 0.64%
$47.99 - $54.43 $1.97K - $2.23K
6.35K $342K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-1.76K
- 6.73%
$117.9 - $128.2 $208K - $226K
24.4K $3.13M
HYG
Ishares Tr

ETFs
-223
- 1.42%
$76.72 - $80.36 $17.1K - $17.9K
15.5K $1.25M
DFAR
Dimensional ETF Tr Dimensional

ETFs
-387
- 2.97%
$21.91 - $26.03 $8.48K - $10.1K
12.7K $324K
HLN
Haleon PLC

Healthcare
-46
- 0.29%
$8.32 - $10.7 $383 - $492
16K $169K
FSS
Federal Signal Corp

Industrials
-60
- 1.32%
$82.35 - $99.97 $4.94K - $6K
4.49K $419K
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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