Simplicity Wealth,LLC
Q1 2023 13F Holdings
Location
Summit, NJ
Holdings as of
3/31/2023
Value ($000)
$150,365
Num holdings
69
Date filed
4/27/2023
Form type
13F-HR
Prev filing
2/15/2023
Next filing
7/26/2023
SEC
View on sec.gov
Compare Q1 2023 to
2024 Q1
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2023 Q3
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2022 Q3
2022 Q2
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2021 Q4
Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type