Simplicity Wealth,LLC's ownership history for DUK

Simplicity Wealth,LLC currently holds 13.9K shares with a market value of $1.7M. It started holding DUK on 2024-09-30. At its peak, it held 16.7K shares on 2025-06-30. Its highest holding value was $2.0M on 2025-06-30. At its lowest, it held 2.0K shares on 2024-09-30, with a value of $234.5K on 2024-09-30. In the recent 180 days, Simplicity Wealth,LLC has increased its shares by 6.6K. In the recent year, Simplicity Wealth,LLC has increased its shares by 11.8K.