Simplicity Wealth,LLC's ownership history for IBD

Simplicity Wealth,LLC currently holds 20.4K shares with a market value of $491.5K. It started holding IBD on 2024-09-30. At its peak, it held 46.3K shares on 2025-06-30. Its highest holding value was $1.1M on 2025-06-30. At its lowest, it held 20.4K shares on 2025-09-30, with a value of $491.5K on 2025-09-30. In the recent 180 days, Simplicity Wealth,LLC has decreased its shares by 5.1K.