Simplicity Wealth,LLC's ownership history for HTRB

Simplicity Wealth,LLC currently holds 17.9K shares with a market value of $610.0K. It started holding HTRB on 2024-09-30. At its peak, it held 39.0K shares on 2025-06-30. Its highest holding value was $1.3M on 2025-06-30. At its lowest, it held 12.9K shares on 2024-09-30, with a value of $452.3K on 2024-09-30. In the recent 180 days, Simplicity Wealth,LLC has decreased its shares by 21.2K. In the recent year, Simplicity Wealth,LLC has increased its shares by 4.9K.