Simplicity Wealth,LLC's ownership history for CI

Simplicity Wealth,LLC currently holds 2.5K shares with a market value of $722.8K. It started holding CI on 2024-12-31. At its peak, it held 3.2K shares on 2025-06-30. Its highest holding value was $1.1M on 2025-06-30. At its lowest, it held 754 shares on 2024-12-31, with a value of $208.2K on 2024-12-31. In the recent 180 days, Simplicity Wealth,LLC has increased its shares by 1.7K.