Simplicity Wealth,LLC's ownership history for CGDV

Simplicity Wealth,LLC currently holds 41.7K shares with a market value of $1.8M. It started holding CGDV on 2024-09-30. At its peak, it held 83.7K shares on 2025-06-30. Its highest holding value was $3.3M on 2025-06-30. At its lowest, it held 29.7K shares on 2024-09-30, with a value of $1.1M on 2024-09-30. In the recent 180 days, Simplicity Wealth,LLC has increased its shares by 7.0K. In the recent year, Simplicity Wealth,LLC has decreased its shares by 585.