Simplicity Wealth,Llc Purchases and Sells in Q4 2024

Simplicity Wealth,Llc

$461 Million
Q4 2024

Top Buys

Incresed Positions

79 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VWO	25.3K + 317.65%	$44.04 - $49.49 $1.12M - $1.25M	33.3K $1.47M
SGOV	9.35K + 110.84%	$100.16 - $100.7 $937K - $942K	17.8K $1.78M
MPLX	5.16K + 3.28%	$43.77 - $51.66 $226K - $267K	163K $7.79M
IJH	10.9K + 109.75%	$61.68 - $67.87 $672K - $740K	20.8K $1.3M
IGSB	10.1K + 48.81%	$51.54 - $52.55 $519K - $529K	30.7K $1.59M
SDS	25.5K + 231.82%	$18.65 - $21.2 $476K - $541K	36.5K $717K

New Holdings

42 operations

Stock	Shares change	Price Range	Shares Held	Trade History
WLTG	137K New	$28.78 - $30.92 $3.95M - $4.25M	137K $4.01M
UWM	90.6K New	$41.07 - $50.82 $3.72M - $4.6M	90.6K $3.79M
SDVY	79.6K New	$35.45 - $40.33 $2.82M - $3.21M	79.6K $2.85M
CEF	47.7K New	$23.63 - $26.47 $1.13M - $1.26M	47.7K $1.13M
VTEB	21K New	$49.79 - $51.14 $1.05M - $1.07M	21K $1.05M
OPER	7.54K New	$100.03 - $100.53 $754K - $758K	7.54K $754K

Top Sells

Reduced Positions

176 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DFAC	-510K - 96.9%	$33.92 - $36.6 $17.3M - $18.7M	16.3K $563K
IUSB	-312K - 67.93%	$45.07 - $47.1 $14.1M - $14.7M	147K $6.66M
IVV	-26.6K - 33.49%	$570.51 - $610.59 $15.2M - $16.3M	52.9K $31.2M
FTSM	-219K - 96.94%	$59.74 - $60.03 $13.1M - $13.1M	6.9K $412K
IWY	-57.5K - 96.38%	$216.72 - $244.71 $12.5M - $14.1M	2.16K $507K
EFV	-148K - 95.86%	$51.78 - $57.15 $7.64M - $8.43M	6.37K $334K

Activity Summary All Purchases 121 New Holdings 42 Increased Positions 79 All Sells 176 Reductions 176 Sold out 0 Calls 0 Puts 0

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