Simplicity Wealth,LLC's ownership history for IDV

Simplicity Wealth,LLC currently holds 61.1K shares with a market value of $2.4M. 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 $2.8M on 2025-06-30. 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 decreased its shares by 20.5K. In the recent year, Simplicity Wealth,LLC has increased its shares by 38.2K.