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| Name: |
Simplicity WealthLLC |
| City: |
SUMMIT |
| State: |
NJ |
| Zip: |
07901 |
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data |
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| Holdings
Found :
8 |
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Closed Positions |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
WDIV |
Spdr S&P Global Dividend |
1177 |
Closed |
$61.38 |
$0 |
0 |
0% |
-214,000 |
-3,531 |
0 |
N/A |
|
|
BAB |
Invesco Taxable Municipal B... |
1183 |
Closed |
$26.20 |
$0 |
0 |
0% |
-624,000 |
-23,180 |
0 |
N/A |
|
|
IHYF |
Invesco High Yield Bond Fac... |
1176 |
Closed |
$0.00 |
$0 |
0 |
0% |
-1,362,000 |
-60,847 |
0 |
N/A |
|
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CIU |
iShares Barclays Intermedia... |
1182 |
Closed |
$50.75 |
$0 |
0 |
0% |
-229,000 |
-4,405 |
0 |
Closed - End Fund - E... |
|
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BRBS |
Blue Ridge Bankshares Inc (... |
1181 |
Closed |
$2.67 |
$0 |
0 |
0% |
-37,000 |
-12,336 |
0 |
N/A |
|
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FGD |
First Trust Dow Jones Globa... |
1180 |
Closed |
$23.50 |
$0 |
0 |
0% |
-207,000 |
-9,313 |
0 |
N/A |
|
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HYDB |
Ishares Edge High Yield Def... |
1179 |
Closed |
$0.00 |
$0 |
0 |
0% |
-254,000 |
-5,494 |
0 |
N/A |
|
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CBND |
Spdr Barclays Capital Issue... |
1178 |
Closed |
$28.53 |
$0 |
0 |
0% |
-841,000 |
-28,588 |
0 |
N/A |
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