Simplicity Wealth,LLC's ownership history for CEF

Simplicity Wealth,LLC currently holds 23.6K shares with a market value of $866.8K. It started holding CEF on 2024-12-31. At its peak, it held 93.0K shares on 2025-03-31. Its highest holding value was $2.6M on 2025-03-31. At its lowest, it held 23.6K shares on 2025-09-30, with a value of $866.8K on 2025-09-30. In the recent 180 days, Simplicity Wealth,LLC has decreased its shares by 69.4K.