Simplicity Wealth,LLC's ownership history for IDV

Simplicity Wealth,LLC currently holds 68.2K shares with a market value of $2.9M. It started holding IDV on 2024-09-30. At its peak, it held 81.6K shares on 2025-06-30. Its highest holding value was $2.9M on 2026-03-31. At its lowest, it held 22.9K shares on 2024-09-30, with a value of $693.8K on 2024-09-30. In the recent 180 days, Simplicity Wealth,LLC has increased its shares by 10.7K. In the recent year, Simplicity Wealth,LLC has increased its shares by 31.8K.