Simplicity Wealth,LLC's ownership history for MA

Simplicity Wealth,LLC currently holds 7.9K shares with a market value of $4.5M. It started holding MA on 2024-09-30. At its peak, it held 12.6K shares on 2025-06-30. Its highest holding value was $7.1M on 2025-06-30. At its lowest, it held 2.5K shares on 2024-12-31, with a value of $1.3M on 2024-12-31. In the recent 180 days, Simplicity Wealth,LLC has increased its shares by 1.9K. In the recent year, Simplicity Wealth,LLC has increased its shares by 2.6K.