Simplicity Wealth,LLC's ownership history for CWI

Simplicity Wealth,LLC currently holds 13.3K shares with a market value of $465.1K. It started holding CWI on 2024-09-30. At its peak, it held 25.4K shares on 2025-06-30. Its highest holding value was $829.9K on 2025-06-30. At its lowest, it held 11.9K shares on 2024-09-30, with a value of $354.1K on 2025-03-31. In the recent 180 days, Simplicity Wealth,LLC has increased its shares by 1.3K.