Simplicity Solutions, LLC current holdings: USA Preferred Shares
Simplicity Solutions, LLC reported $0.01 billion in preferred shares (listed in the US), 4 positions, in its Form 13F for the quarter ended 2023-12-31; the largest are PFLD, PFF, PGX.
- PFLD: Country of operation —; Class AAM LW DUR PFD; Shares 251,248; Value $5,248,567.
- PFF: Country of operation —; Class PFD AND INCM SEC; Shares 18,545; Value $578,419.
- PGX: Country of operation —; Class PFD ETF; Shares 24,279; Value $278,480.
- WELLS FARGO CO NEW: Country of operation United States; Class PERP PFD CNV A; Shares 200; Value $239,124.
Form 13F-HR as filed (SEC CIK 1486066): quarter ended 2023-12-31, filed 2024-01-29. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.
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